Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Mat Transaction History
Primoris Wealth Advisors, LLC
- $125 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding FMAT
# of Institutions
115Shares Held
3.63MCall Options Held
3.1KPut Options Held
0-
Ae Wealth Management LLC565KShares$28.7 Million0.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA510KShares$25.9 Million0.14% of portfolio
-
Envestnet Asset Management Inc464KShares$23.6 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL215KShares$10.9 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA167KShares$8.48 Million0.0% of portfolio