Charter Oak Capital Management, LLC Fidelity Covington Tr Msci Ind Transaction History
Charter Oak Capital Management, LLC
- $1.27 Billion
- Q4 2025
Shares
3 transactions
Others Institutions Holding FIDU
# of Institutions
223Shares Held
8.45MCall Options Held
2.5KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.74MShares$140 Million0.45% of portfolio
-
Ae Wealth Management LLC1.31MShares$106 Million0.71% of portfolio
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Northwestern Mutual Wealth Management CO910KShares$73.5 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC405KShares$32.7 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC251KShares$20.3 Million0.01% of portfolio