Sound View Wealth Advisors Group, LLC Fidelity Covington Tr Msci Con Transaction History
Sound View Wealth Advisors Group, LLC
- $1.2 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding FDIS
# of Institutions
246Shares Held
10MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.58MShares$150 Million0.01% of portfolio
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Lido Advisors, LLC Los Angeles, CA1.49MShares$141 Million0.53% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$118 Million0.02% of portfolio
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Ae Wealth Management LLC680KShares$64.3 Million0.54% of portfolio
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Richard Bernstein Advisors LLC506KShares$47.8 Million1.19% of portfolio