Montis Financial, LLC Fidelity Covington Tr Msci Fin Put Options Transaction History

Montis Financial, LLC

$280 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNCL

# of Institutions

211

Shares Held

10M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.36M
Shares

$156 Million
0.77% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.04M
Shares

$135 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$25.4 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

314K
Shares

$20.8 Million
0.3% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

294K
Shares

$19.5 Million
0.1% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

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