Parcion Private Wealth LLC Fidelity Covington Tr Small Mi Transaction History
Parcion Private Wealth LLC
- $1.87 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding FSMD
# of Institutions
137Shares Held
15.4MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.55MShares$157 Million9.0% of portfolio
-
Commonwealth Equity Services, LLC2.21MShares$97.6 Million0.12% of portfolio
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Bank Of America Corp Charlotte, NC1.12MShares$49.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC845KShares$37.4 Million0.01% of portfolio
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Advocacy Wealth Management Services, LLC687KShares$30.3 Million2.2% of portfolio