Bogart Wealth, LLC Fidelity Covington Tr Msci Fin Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
A detailed history of Bogart Wealth, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,544 shares of FNCL stock, worth $110,087. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,544
Previous 1,544
-0.0%
Holding current value
$110,087
Previous $106,000
0.94%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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$180 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.85MShares$132 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6829KShares$59.1 Million0.33% of portfolio
-
Commonwealth Equity Services, LLC589KShares$42 Million0.06% of portfolio
-
Morgan Stanley New York, NY323KShares$23 Million0.0% of portfolio