Principle Wealth Partners LLC Fidelity Covington Tr Stocks F Transaction History
Principle Wealth Partners LLC
- $1.45 Billion
- Q2 2025
Shares
5 transactions
Others Institutions Holding FCPI
# of Institutions
52Shares Held
955KCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC174KShares$8.66 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC133KShares$6.62 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC105KShares$5.22 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ92.4KShares$4.6 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC47.3KShares$2.36 Million0.0% of portfolio