Gradient Investments LLC Fidelity Covington Tr Msci Fin Transaction History
Gradient Investments LLC
- $3.78 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding FNCL
# of Institutions
236Shares Held
10.6MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.27MShares$166 Million0.71% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA2MShares$146 Million0.02% of portfolio
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Agf Management LTD Toronto Ontario Canada, A6485KShares$35.4 Million0.17% of portfolio
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Commonwealth Equity Services, LLC384KShares$28.1 Million0.04% of portfolio
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Vicus Capital State College, PA319KShares$23.4 Million1.96% of portfolio