Org Partners LLC Fidelity Covington Tr Small Mi Transaction History
Org Partners LLC
- $689 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
63Shares Held
7.16MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$93.3 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$60.1 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$19.1 Million1.64% of portfolio
-
Envestnet Asset Management Inc338KShares$13.7 Million0.0% of portfolio
-
Systelligence, LLC284KShares$11.5 Million3.11% of portfolio