Kcs Wealth Advisory Fidelity Covington Tr Msci Con Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
9.29MCall Options Held
2.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.36MShares$137 Million0.49% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.21MShares$122 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC924KShares$93.1 Million0.01% of portfolio
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Ae Wealth Management LLC680KShares$68.5 Million0.54% of portfolio
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Pfg Advisors666KShares$67.1 Million2.09% of portfolio