Ae Wealth Management LLC Fidelity Covington Tr Quality Call Options Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FQAL
# of Institutions
102Shares Held
5.09MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$73.5 Million0.02% of portfolio
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Orgel Wealth Management, LLC985KShares$65.8 Million1.66% of portfolio
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Kestra Advisory Services, LLC500KShares$33.5 Million0.19% of portfolio
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High Probability Advisors, LLC Pittsford, NY269KShares$18 Million2.97% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH244KShares$16.3 Million2.03% of portfolio