Birchcreek Wealth Management, LLC Fidelity Covington Tr Small Mi Transaction History
Birchcreek Wealth Management, LLC
- $152 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
63Shares Held
7.16MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$95.8 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$61.7 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$19.6 Million1.64% of portfolio
-
Envestnet Asset Management Inc338KShares$14.1 Million0.0% of portfolio
-
Systelligence, LLC284KShares$11.9 Million3.11% of portfolio