Congress Wealth Management LLC Fidelity Covington Tr Msci Mat Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding FMAT
# of Institutions
126Shares Held
3.7MCall Options Held
900Put Options Held
300-
Ae Wealth Management LLC910KShares$47.7 Million0.42% of portfolio
-
Lido Advisors, LLC Los Angeles, CA546KShares$28.6 Million0.11% of portfolio
-
Centerline Wealth Advisors, LLC Louisville, KY175KShares$9.17 Million4.28% of portfolio
-
Envestnet Asset Management Inc136KShares$7.14 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC131KShares$6.86 Million0.0% of portfolio