San Luis Wealth Advisors LLC Fidelity Covington Tr Blue Chi Call Options Transaction History
San Luis Wealth Advisors LLC
- $528 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FBCG
# of Institutions
161Shares Held
23.3MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$265 Million4.45% of portfolio
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Jpmorgan Chase & CO New York, NY3.06MShares$145 Million0.01% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.87MShares$88.9 Million0.15% of portfolio
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Commonwealth Equity Services, LLC1.87MShares$88.8 Million0.12% of portfolio
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Goodwin Investment Advisory Woodstock, GA1.68MShares$79.8 Million40.65% of portfolio