Investmark Advisory Group LLC Fidelity Covington Tr Small Mi Transaction History
Investmark Advisory Group LLC
- $184 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
58Shares Held
6.96MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$100 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$64.5 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$20.5 Million1.64% of portfolio
-
Kestra Advisory Services, LLC414KShares$18.1 Million0.09% of portfolio
-
Envestnet Asset Management Inc338KShares$14.7 Million0.0% of portfolio