Ae Wealth Management LLC Fidelity Covington Tr Msci Fin Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Ae Wealth Management LLC holds 92,730 shares of FNCL stock, worth $7.03 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
92,730
Previous 87,070
6.5%
Holding current value
$7.03 Million
Previous $6.05 Million
13.41%
% of portfolio
0.06%
Previous 0.06%
Shares
18 transactions
Others Institutions Holding FNCL
# of Institutions
282Shares Held
12.1MCall Options Held
11.4KPut Options Held
1.1K-
Lido Advisors, LLC Los Angeles, CA2.51MShares$190 Million0.72% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.82MShares$138 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC596KShares$45.2 Million0.06% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6579KShares$43.9 Million0.21% of portfolio
-
Morgan Stanley New York, NY332KShares$25.1 Million0.0% of portfolio