Wmg Financial Advisors, LLC Fidelity Covington Tr Msci Con Transaction History
Wmg Financial Advisors, LLC
- $215 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
10.5MCall Options Held
3.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.69MShares$153 Million0.01% of portfolio
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Lido Advisors, LLC Los Angeles, CA1.38MShares$126 Million0.62% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$115 Million0.02% of portfolio
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Richard Bernstein Advisors LLC979KShares$88.8 Million2.17% of portfolio
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Ae Wealth Management LLC583KShares$52.9 Million0.55% of portfolio