Birchcreek Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History
Birchcreek Wealth Management, LLC
- $159 Million
- Q4 2024
A detailed history of Birchcreek Wealth Management, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 19,219 shares of FNCL stock, worth $1.36 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
19,219
Previous 18,781
2.33%
Holding current value
$1.36 Million
Previous $1.2 Million
10.01%
% of portfolio
0.83%
Previous 0.79%
Shares
17 transactions
Others Institutions Holding FNCL
# of Institutions
256Shares Held
11.4MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.31MShares$163 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.92MShares$135 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6751KShares$53 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC634KShares$44.7 Million0.06% of portfolio
-
Congress Wealth Management LLC Boston, MA321KShares$22.6 Million0.32% of portfolio