Ibex Wealth Advisors Fidelity Covington Tr Msci Con Transaction History
Ibex Wealth Advisors
- $813 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding FDIS
# of Institutions
235Shares Held
10.4MCall Options Held
4.1KPut Options Held
500-
Bank Of America Corp Charlotte, NC1.77MShares$174 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.36MShares$134 Million0.59% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$125 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$96.2 Million2.17% of portfolio
-
Ae Wealth Management LLC495KShares$48.6 Million0.45% of portfolio