Trademark Financial Management, LLC Fidelity Covington Tr Small Mi Call Options Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding FSMD
# of Institutions
68Shares Held
7.43MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$97.7 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$62.9 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA491KShares$20.9 Million1.59% of portfolio
-
Systelligence, LLC394KShares$16.8 Million4.29% of portfolio
-
Envestnet Asset Management Inc338KShares$14.4 Million0.0% of portfolio