Congress Wealth Management LLC Fidelity Covington Tr Msci Ind Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,070 shares of FIDU stock, worth $686,975. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,070
Previous 7,735
30.19%
Holding current value
$686,975
Previous $558,000
26.88%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FIDU
# of Institutions
191Shares Held
6.9MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.53MShares$104 Million0.5% of portfolio
-
Ae Wealth Management LLC836KShares$57 Million0.57% of portfolio
-
Northwestern Mutual Wealth Management CO709KShares$48.4 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC273KShares$18.6 Million0.03% of portfolio
-
Morgan Stanley New York, NY270KShares$18.5 Million0.0% of portfolio