Evergreen Private Wealth LLC Fidelity Covington Tr Small Mi Call Options Transaction History
Evergreen Private Wealth LLC
- $216 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FSMD
# of Institutions
75Shares Held
7.62MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$98.3 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$63.3 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA491KShares$21.1 Million1.59% of portfolio
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Systelligence, LLC394KShares$16.9 Million4.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL359KShares$15.4 Million0.01% of portfolio