Congress Wealth Management LLC Fidelity Covington Tr Msci Fin Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 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 318,443 shares of FNCL stock, worth $22.2 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
318,443
Previous 314,323
1.31%
Holding current value
$22.2 Million
Previous $18.2 Million
11.66%
% of portfolio
0.28%
Previous 0.3%
Shares
12 transactions
Others Institutions Holding FNCL
# of Institutions
213Shares Held
10.3MCall Options Held
600Put Options Held
3.2K-
Lido Advisors, LLC Los Angeles, CA2.27MShares$158 Million0.71% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2MShares$139 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6485KShares$33.8 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC384KShares$26.8 Million0.04% of portfolio
-
Vicus Capital State College, PA272KShares$18.9 Million1.55% of portfolio