Primoris Wealth Advisors, LLC Fidelity Covington Tr Divid Et Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
Shares
10 transactions
Others Institutions Holding FDRR
# of Institutions
101Shares Held
4.01MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE988KShares$51.8 Million1.83% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA416KShares$21.8 Million0.19% of portfolio
-
Lehman & Derafelo Financial Resources LLC263KShares$13.8 Million3.12% of portfolio
-
Bank Of America Corp Charlotte, NC250KShares$13.1 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC223KShares$11.7 Million0.02% of portfolio