Heritage Wealth Advisors Fidelity Covington Tr Msci Mat Transaction History
Heritage Wealth Advisors
- $1.91 Billion
- Q1 2025
A detailed history of Heritage Wealth Advisors transactions in Fidelity Covington Tr Msci Mat stock. As of the latest transaction made, Heritage Wealth Advisors holds 75 shares of FMAT stock, worth $3,824. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 75
-0.0%
Holding current value
$3,824
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FMAT
# of Institutions
125Shares Held
3.72MCall Options Held
900Put Options Held
300-
Ae Wealth Management LLC910KShares$46.4 Million0.42% of portfolio
-
Lido Advisors, LLC Los Angeles, CA546KShares$27.9 Million0.11% of portfolio
-
Centerline Wealth Advisors, LLC Louisville, KY168KShares$8.57 Million4.84% of portfolio
-
Envestnet Asset Management Inc136KShares$6.95 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC131KShares$6.68 Million0.0% of portfolio