Ep Wealth Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 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 35,929 shares of FNCL stock, worth $2.28 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
35,929
Previous 36,817
2.41%
Holding current value
$2.28 Million
Previous $2.19 Million
4.8%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding FNCL
# of Institutions
203Shares Held
9.89MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.36MShares$150 Million0.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.04MShares$129 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC363KShares$23 Million0.03% of portfolio
-
Congress Wealth Management LLC Boston, MA314KShares$20 Million0.3% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6294KShares$18.7 Million0.1% of portfolio