Baystate Wealth Management LLC Fidelity Covington Tr Msci Mat Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
Shares
2 transactions
Others Institutions Holding FMAT
# of Institutions
124Shares Held
4.21MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC805KShares$39.8 Million0.37% of portfolio
-
Envestnet Asset Management Inc574KShares$28.4 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA526KShares$26 Million0.12% of portfolio
-
Cetera Investment Advisers Schaumburg, IL240KShares$11.9 Million0.03% of portfolio
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Centerline Wealth Advisors, LLC Louisville, KY159KShares$7.85 Million4.48% of portfolio