Summit Place Financial Advisors, LLC Fidelity Covington Tr Msci Con Transaction History
Summit Place Financial Advisors, LLC
- $162 Million
- Q1 2024
Shares
6 transactions
Others Institutions Holding FDIS
# of Institutions
196Shares Held
6.44MCall Options Held
2.5KPut Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA1.26MShares$104 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.23MShares$102 Million0.6% of portfolio
-
Ae Wealth Management LLC206KShares$17 Million0.21% of portfolio
-
Monumental Financial Group Inc.184KShares$15.2 Million8.39% of portfolio
-
Commonwealth Equity Services, LLC179KShares$14.8 Million0.02% of portfolio