Element Wealth, LLC Fidelity Covington Tr Transaction History
Element Wealth, LLC
- $170 Million
- Q1 2024
A detailed history of Element Wealth, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Element Wealth, LLC holds 63,873 shares of FIDI stock, worth $1.31 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
63,873
Previous 63,830
0.07%
Holding current value
$1.31 Million
Previous $1.31 Million
1.67%
% of portfolio
0.79%
Previous 0.83%
Shares
18 transactions
Others Institutions Holding FIDI
# of Institutions
30Shares Held
1.64MCall Options Held
0Put Options Held
0-
David Kennon Inc Sarasota, FL379KShares$7.8 Million3.74% of portfolio
-
Commonwealth Equity Services, LLC375KShares$7.72 Million0.01% of portfolio
-
Kestra Advisory Services, LLC173KShares$3.56 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ102KShares$2.11 Million0.0% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL88.3KShares$1.82 Million0.07% of portfolio