Bms Financial Advisors, LLC Fidelity Covington Tr Small Mi Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
Shares
4 transactions
Others Institutions Holding FSMD
# of Institutions
107Shares Held
13.3MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.48MShares$142 Million8.93% of portfolio
-
Commonwealth Equity Services, LLC1.83MShares$74.6 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC855KShares$34.8 Million0.0% of portfolio
-
Advocacy Wealth Management Services, LLC719KShares$29.3 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC621KShares$25.3 Million0.01% of portfolio