Personal Cfo Solutions, LLC Fidelity Nasdaq Composite Inde Transaction History
Personal Cfo Solutions, LLC
- $497 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding ONEQ
# of Institutions
363Shares Held
17.3MCall Options Held
3.8KPut Options Held
1.2K-
Commonwealth Equity Services, LLC1.25MShares$89.6 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$77.2 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa809KShares$57.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC580KShares$41.5 Million0.0% of portfolio
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Analyst Ims Investment Management Services Ltd.504KShares$36 Million1.4% of portfolio