Ep Wealth Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
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 33,603 shares of FNCL stock, worth $2.31 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
33,603
Previous 35,929
6.47%
Holding current value
$2.31 Million
Previous $2.08 Million
3.08%
% of portfolio
0.02%
Previous 0.02%
Shares
7 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$156 Million0.71% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2MShares$138 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6485KShares$33.3 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC384KShares$26.4 Million0.04% of portfolio
-
Congress Wealth Management LLC Boston, MA318KShares$21.9 Million0.28% of portfolio