Geneos Wealth Management Inc. Fidelity Covington Tr Msci Fin Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 626 shares of FNCL stock, worth $41,084. This represents 0.0% of its overall portfolio holdings.
Number of Shares
626
Previous 626
-0.0%
Holding current value
$41,084
Previous $39,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
30 transactions
Others Institutions Holding FNCL
# of Institutions
266Shares Held
11.7MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.31MShares$151 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.92MShares$126 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6751KShares$49.3 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC634KShares$41.6 Million0.06% of portfolio
-
Congress Wealth Management LLC Boston, MA321KShares$21.1 Million0.32% of portfolio