Pensionmark Financial Group, LLC Fidelity Covington Tr Value Fa Transaction History
Pensionmark Financial Group, LLC
- $18.2 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding FVAL
# of Institutions
121Shares Held
11.8MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$227 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72.4 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$57.9 Million0.0% of portfolio
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Commonwealth Equity Services, LLC897KShares$56.8 Million0.08% of portfolio
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Goodwin Investment Advisory Woodstock, GA823KShares$52.1 Million21.59% of portfolio