Sowell Financial Services LLC Fidelity Covington Tr Small Mi Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding FSMD
# of Institutions
62Shares Held
7.16MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$102 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$65.4 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$20.8 Million1.64% of portfolio
-
Envestnet Asset Management Inc338KShares$15 Million0.0% of portfolio
-
Systelligence, LLC284KShares$12.6 Million3.11% of portfolio