Congress Wealth Management LLC Fidelity Covington Tr Msci Fin Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
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 312,278 shares of FNCL stock, worth $23 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
312,278
Previous 318,683
2.01%
Holding current value
$23 Million
Previous $22.2 Million
4.36%
% of portfolio
0.24%
Previous 0.28%
Shares
15 transactions
Others Institutions Holding FNCL
# of Institutions
276Shares Held
12MCall Options Held
8.9KPut Options Held
1.1K-
Lido Advisors, LLC Los Angeles, CA2.51MShares$185 Million0.72% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.82MShares$134 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC596KShares$43.9 Million0.06% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6579KShares$42.7 Million0.21% of portfolio
-
Morgan Stanley New York, NY323KShares$23.8 Million0.0% of portfolio