Atlas Private Wealth Advisors Fidelity Covington Tr Msci Fin Transaction History
Atlas Private Wealth Advisors
- $731 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding FNCL
# of Institutions
284Shares Held
12MCall Options Held
9.6KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.51MShares$190 Million0.72% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.82MShares$138 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6579KShares$43.9 Million0.21% of portfolio
-
Commonwealth Equity Services, LLC449KShares$34 Million0.04% of portfolio
-
Morgan Stanley New York, NY332KShares$25.1 Million0.0% of portfolio