Cornerstone Planning Group LLC Fidelity Covington Tr Msci Con Transaction History
Cornerstone Planning Group LLC
- $407 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding FSTA
# of Institutions
190Shares Held
10.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA2.25MShares$115 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.11MShares$56.7 Million0.28% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6431KShares$22 Million0.11% of portfolio
-
Morningstar Investment Services LLC Chicago, IL417KShares$21.3 Million0.22% of portfolio
-
Commonwealth Equity Services, LLC402KShares$20.5 Million0.03% of portfolio