Wmg Financial Advisors, LLC Fidelity Covington Tr Msci Hea Transaction History
Wmg Financial Advisors, LLC
- $246 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding FHLC
# of Institutions
368Shares Held
15MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.9MShares$121 Million0.47% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.77MShares$113 Million0.02% of portfolio
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Agf Management LTD Toronto Ontario Canada, A6756KShares$48.3 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC587KShares$37.5 Million0.01% of portfolio
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Commonwealth Equity Services, LLC492KShares$31.4 Million0.04% of portfolio