Charter Oak Capital Management, LLC Fidelity Covington Tr Msci Ind Transaction History
Charter Oak Capital Management, LLC
- $1.18 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding FIDU
# of Institutions
207Shares Held
7.92MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.7MShares$138 Million0.51% of portfolio
-
Ae Wealth Management LLC935KShares$75.6 Million0.62% of portfolio
-
Northwestern Mutual Wealth Management CO883KShares$71.4 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC328KShares$26.5 Million0.03% of portfolio
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Agf Management LTD Toronto Ontario Canada, A6288KShares$23.3 Million0.11% of portfolio