Beaumont Financial Advisors, LLC Fidelity Covington Tr Quality Call Options Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FQAL
# of Institutions
99Shares Held
4.78MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.13MShares$72.7 Million0.02% of portfolio
-
Orgel Wealth Management, LLC985KShares$63.6 Million1.66% of portfolio
-
Kestra Advisory Services, LLC525KShares$33.9 Million0.18% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH244KShares$15.8 Million2.03% of portfolio
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Smith Chas P & Associates Pa Cpas235KShares$15.2 Million0.86% of portfolio