Kcs Wealth Advisory Fidelity Covington Tr Msci Uti Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding FUTY
# of Institutions
208Shares Held
12MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.65MShares$227 Million0.02% of portfolio
-
Ae Wealth Management LLC631KShares$30.8 Million0.33% of portfolio
-
Lido Advisors, LLC Los Angeles, CA528KShares$25.7 Million0.13% of portfolio
-
Commonwealth Equity Services, LLC335KShares$16.4 Million0.03% of portfolio
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Q3 Asset Management324KShares$15.8 Million4.15% of portfolio