Modern Wealth Management, LLC Fidelity Covington Tr Msci Rea Call Options Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FREL
# of Institutions
220Shares Held
23.4MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH7.94MShares$224 Million1.43% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA1.31MShares$37.1 Million0.02% of portfolio
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Lido Advisors, LLC Los Angeles, CA1.21MShares$34.1 Million0.15% of portfolio
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Ae Wealth Management LLC891KShares$25.1 Million0.23% of portfolio
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Citizens & Northern Corp783KShares$22.1 Million5.85% of portfolio