Birchcreek Wealth Management, LLC Fidelity Covington Tr Msci Inf Transaction History
Birchcreek Wealth Management, LLC
- $176 Million
- Q2 2025
Shares
13 transactions
Others Institutions Holding FTEC
# of Institutions
581Shares Held
18.3MCall Options Held
24.8KPut Options Held
13.3K-
Bank Of America Corp Charlotte, NC2.38MShares$496 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.03MShares$422 Million1.36% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.5MShares$312 Million0.05% of portfolio
-
Richard Bernstein Advisors LLC1.41MShares$292 Million6.91% of portfolio
-
Commonwealth Equity Services, LLC661KShares$137 Million0.17% of portfolio