Trademark Financial Management, LLC Fidelity Covington Tr Small Mi Call Options Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding FSMD
# of Institutions
65Shares Held
7.19MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$98.6 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$63.4 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$20.2 Million1.64% of portfolio
-
Envestnet Asset Management Inc338KShares$14.5 Million0.0% of portfolio
-
Systelligence, LLC284KShares$12.2 Million3.11% of portfolio