Brandywine Oak Private Wealth LLC Fidelity Covington Tr Msci Ene Transaction History
Brandywine Oak Private Wealth LLC
- $959 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding FENY
# of Institutions
214Shares Held
21.8MCall Options Held
39.9KPut Options Held
19.8K-
Charles Schwab Investment Management Inc San Francisco, CA4.9MShares$121 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.65MShares$40.8 Million0.25% of portfolio
-
Commonwealth Equity Services, LLC1.22MShares$30.1 Million0.05% of portfolio
-
Envestnet Asset Management Inc931KShares$23 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL809KShares$20 Million0.03% of portfolio