Seven Springs Wealth Group, LLC Fidelity Covington Tr Msci Hea Transaction History
Seven Springs Wealth Group, LLC
- $249 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding FHLC
# of Institutions
336Shares Held
16.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA3.5MShares$246 Million0.05% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.94MShares$136 Million0.75% of portfolio
-
Commonwealth Equity Services, LLC520KShares$36.5 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC499KShares$35.1 Million0.02% of portfolio
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Morgan Stanley New York, NY447KShares$31.4 Million0.0% of portfolio