Ep Wealth Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 32,802 shares of FNCL stock, worth $2.49 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
32,802
Previous 33,326
1.57%
Holding current value
$2.49 Million
Previous $2.32 Million
4.84%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding FNCL
# of Institutions
283Shares Held
12.1MCall Options Held
11.4KPut Options Held
1.1K-
Lido Advisors, LLC Los Angeles, CA2.51MShares$190 Million0.72% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.82MShares$138 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC596KShares$45.2 Million0.06% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6579KShares$43.9 Million0.21% of portfolio
-
Morgan Stanley New York, NY332KShares$25.1 Million0.0% of portfolio