Mascoma Wealth Management LLC Fidelity Covington Tr Momentum Transaction History
Mascoma Wealth Management LLC
- $389 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding FDMO
# of Institutions
67Shares Held
2.53MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.05MShares$69.4 Million0.02% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH227KShares$14.9 Million1.93% of portfolio
-
Portfolio Strategies, Inc.146KShares$9.58 Million1.47% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL104KShares$6.83 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL95.9KShares$6.32 Million0.01% of portfolio