Planning Directions Inc Fidelity Covington Tr Msci Hea Transaction History
Planning Directions Inc
- $140 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding FHLC
# of Institutions
335Shares Held
17.8MCall Options Held
4.8KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA3.45MShares$233 Million0.06% of portfolio
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Lido Advisors, LLC Los Angeles, CA1.85MShares$125 Million0.77% of portfolio
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Clal Insurance Enterprises Holdings LTD Tel Aviv, L31.02MShares$68.7 Million0.8% of portfolio
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Commonwealth Equity Services, LLC549KShares$37 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC484KShares$32.7 Million0.02% of portfolio