Pathstone Family Office, LLC Fidelity Covington Tr Msci Inf Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
Shares
5 transactions
Others Institutions Holding FTEC
# of Institutions
484Shares Held
20.2MCall Options Held
24.9KPut Options Held
7.6K-
Bank Of America Corp Charlotte, NC2.62MShares$502 Million0.04% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.27MShares$435 Million0.08% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.91MShares$367 Million1.64% of portfolio
-
Richard Bernstein Advisors LLC1.59MShares$305 Million6.0% of portfolio
-
Churchill Management Corp1.28MShares$246 Million2.59% of portfolio