Kdk Private Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History
Kdk Private Wealth Management, LLC
- $87.8 Billion
- Q1 2025
A detailed history of Kdk Private Wealth Management, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Kdk Private Wealth Management, LLC holds 26,710 shares of FNCL stock, worth $1.91 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
26,710
Previous 27,021
1.15%
Holding current value
$1.91 Million
Previous $1.86 Billion
0.05%
% of portfolio
2.11%
Previous 1.93%
Shares
2 transactions
Others Institutions Holding FNCL
# of Institutions
278Shares Held
12.3MCall Options Held
7.1KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.53MShares$181 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.85MShares$133 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6829KShares$59.3 Million0.33% of portfolio
-
Commonwealth Equity Services, LLC589KShares$42.1 Million0.06% of portfolio
-
Morgan Stanley New York, NY323KShares$23.1 Million0.0% of portfolio