Wealthcare Capital Management LLC Fidelity Covington Tr Msci Con Transaction History
Wealthcare Capital Management LLC
- $962 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding FDIS
# of Institutions
246Shares Held
10.1MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.58MShares$150 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.49MShares$141 Million0.53% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$118 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC937KShares$88.6 Million1.93% of portfolio
-
Ae Wealth Management LLC651KShares$61.5 Million0.53% of portfolio