Ellis Investment Partners, LLC Fidelity Covington Tr Small Mi Transaction History
Ellis Investment Partners, LLC
- $502 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding FSMD
# of Institutions
65Shares Held
7.19MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$98.6 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$63.4 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$20.2 Million1.64% of portfolio
-
Envestnet Asset Management Inc338KShares$14.5 Million0.0% of portfolio
-
Systelligence, LLC284KShares$12.2 Million3.11% of portfolio