Congress Wealth Management LLC Fidelity Covington Tr Msci Mat 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 Mat stock. As of the latest transaction made, Congress Wealth Management LLC holds 42,831 shares of FMAT stock, worth $2.11 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
42,831
Previous 5,306
707.22%
Holding current value
$2.11 Million
Previous $287,000
619.16%
% of portfolio
0.03%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FMAT
# of Institutions
124Shares Held
4.21MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC805KShares$39.6 Million0.37% of portfolio
-
Envestnet Asset Management Inc574KShares$28.2 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA526KShares$25.9 Million0.12% of portfolio
-
Cetera Investment Advisers Schaumburg, IL240KShares$11.8 Million0.03% of portfolio
-
Centerline Wealth Advisors, LLC Louisville, KY159KShares$7.79 Million4.48% of portfolio