Congress Wealth Management LLC Fidelity Covington Tr Msci Fin Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Congress Wealth Management LLC holds 314,323 shares of FNCL stock, worth $19.8 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
314,323
Previous 311,620
0.87%
Holding current value
$19.8 Million
Previous $18.5 Million
1.62%
% of portfolio
0.3%
Previous 0.33%
Shares
11 transactions
Others Institutions Holding FNCL
# of Institutions
203Shares Held
9.89MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.36MShares$149 Million0.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.04MShares$129 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC363KShares$22.9 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6294KShares$18.6 Million0.1% of portfolio
-
Full Sail Capital, LLC Oklahoma City, OK285KShares$18 Million1.11% of portfolio