Atlas Private Wealth Management Fidelity Covington Tr Msci Fin Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding FNCL
# of Institutions
204Shares Held
10.2MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.36MShares$156 Million0.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.04MShares$135 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC384KShares$25.5 Million0.04% of portfolio
-
Congress Wealth Management LLC Boston, MA314KShares$20.9 Million0.3% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6294KShares$19.5 Million0.1% of portfolio