Mission Wealth Management, LP Fidelity Covington Tr Msci Con Transaction History
Mission Wealth Management, LP
- $3.75 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
204Shares Held
6.59MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$113 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$113 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$33.5 Million0.34% of portfolio
-
Monumental Financial Group Inc.245KShares$21.6 Million8.07% of portfolio
-
Bank Of America Corp Charlotte, NC233KShares$20.5 Million0.0% of portfolio