Planning Directions Inc Fidelity Covington Tr Msci Ene Transaction History
Planning Directions Inc
- $140 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding FENY
# of Institutions
214Shares Held
21.8MCall Options Held
39.9KPut Options Held
19.8K-
Charles Schwab Investment Management Inc San Francisco, CA4.9MShares$123 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.65MShares$41.6 Million0.25% of portfolio
-
Commonwealth Equity Services, LLC1.22MShares$30.7 Million0.05% of portfolio
-
Envestnet Asset Management Inc931KShares$23.5 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL809KShares$20.4 Million0.03% of portfolio