Creative One Wealth, LLC Fidelity Covington Tr Msci Fin Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding FNCL
# of Institutions
201Shares Held
9.76MCall Options Held
5.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.27MShares$131 Million0.8% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA2.09MShares$121 Million0.03% of portfolio
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Commonwealth Equity Services, LLC365KShares$21.2 Million0.04% of portfolio
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Congress Wealth Management LLC Boston, MA312KShares$18.1 Million0.33% of portfolio
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Full Sail Capital, LLC Oklahoma City, OK292KShares$16.9 Million1.21% of portfolio