Caldwell Trust CO Fidelity Covington Tr Msci Fin Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Caldwell Trust CO holds 600 shares of FNCL stock, worth $44,556. This represents 0.0% of its overall portfolio holdings.
Number of Shares
600
Previous 600
-0.0%
Holding current value
$44,556
Previous $44.4 Million
3.11%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNCL
# of Institutions
291Shares Held
13.6MCall Options Held
8.8KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.7MShares$201 Million0.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.83MShares$136 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6854KShares$63.4 Million0.31% of portfolio
-
Commonwealth Equity Services, LLC449KShares$33.3 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ430KShares$32 Million0.05% of portfolio