Seven Springs Wealth Group, LLC Fidelity Covington Tr Msci Con Call Options Transaction History

Seven Springs Wealth Group, LLC

$249 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDIS

# of Institutions

207

Shares Held

6.58M

Call Options Held

1.8K

Put Options Held

100

Lido Advisors, LLC Los Angeles, CA

1.29M
Shares

$115 Million
0.58% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.28M
Shares

$114 Million
0.02% of portfolio
Ae Wealth Management LLC

380K
Shares

$33.9 Million
0.34% of portfolio
Monumental Financial Group Inc.

245K
Shares

$21.9 Million
8.07% of portfolio
Bank Of America Corp Charlotte, NC

233K
Shares

$20.8 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI CON

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