Glass Jacobson Investment Advisors LLC Fidelity Covington Tr Transaction History
Glass Jacobson Investment Advisors LLC
- $302 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding FIDI
# of Institutions
35Shares Held
1.75MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC430KShares$8.7 Million0.01% of portfolio
-
David Kennon Inc Sarasota, FL381KShares$7.71 Million3.6% of portfolio
-
Kestra Advisory Services, LLC194KShares$3.94 Million0.02% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ103KShares$2.09 Million0.01% of portfolio
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Beam Wealth Advisors, Inc.82.7KShares$1.67 Million0.55% of portfolio