Patriot Financial Group Insurance Agency, LLC Fidelity Covington Tr Msci Mat Transaction History
Patriot Financial Group Insurance Agency, LLC
- $685 Million
- Q1 2025
Shares
13 transactions
Others Institutions Holding FMAT
# of Institutions
127Shares Held
4.17MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC805KShares$37.1 Million0.37% of portfolio
-
Envestnet Asset Management Inc574KShares$26.5 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA526KShares$24.3 Million0.12% of portfolio
-
Cetera Investment Advisers Schaumburg, IL240KShares$11.1 Million0.03% of portfolio
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Centerline Wealth Advisors, LLC Louisville, KY159KShares$7.31 Million4.48% of portfolio