Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Mat Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding FMAT
# of Institutions
122Shares Held
3.86MCall Options Held
1.2KPut Options Held
0-
Ae Wealth Management LLC671KShares$35.1 Million0.37% of portfolio
-
Envestnet Asset Management Inc550KShares$28.8 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA503KShares$26.3 Million0.13% of portfolio
-
Cetera Investment Advisers Schaumburg, IL224KShares$11.7 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA160KShares$8.36 Million0.0% of portfolio