Seven Springs Wealth Group, LLC Fidelity Covington Tr Msci Con Transaction History
Seven Springs Wealth Group, LLC
- $267 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
212Shares Held
9.72MCall Options Held
2KPut Options Held
500-
Bank Of America Corp Charlotte, NC1.77MShares$180 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.36MShares$139 Million0.59% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.3MShares$132 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC998KShares$102 Million1.9% of portfolio
-
Ae Wealth Management LLC495KShares$50.4 Million0.45% of portfolio