Investmark Advisory Group LLC Fidelity Covington Tr Small Mi Transaction History
Investmark Advisory Group LLC
- $200 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
94Shares Held
11MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.48MShares$129 Million8.93% of portfolio
-
Commonwealth Equity Services, LLC1.75MShares$64.8 Million0.11% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA491KShares$18.2 Million1.59% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$15 Million0.0% of portfolio
-
Systelligence, LLC394KShares$14.6 Million4.29% of portfolio