High Mark Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History
High Mark Wealth Management LLC
- $161 Million
- Q1 2024
A detailed history of High Mark Wealth Management LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, High Mark Wealth Management LLC holds 150 shares of FDIS stock, worth $12,448. This represents 0.01% of its overall portfolio holdings.
Number of Shares
150Holding current value
$12,448% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FDIS
# of Institutions
195Shares Held
6.42MCall Options Held
2.5KPut Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA1.26MShares$104 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.23MShares$102 Million0.6% of portfolio
-
Ae Wealth Management LLC206KShares$17.1 Million0.21% of portfolio
-
Monumental Financial Group Inc.184KShares$15.2 Million8.39% of portfolio
-
Commonwealth Equity Services, LLC179KShares$14.8 Million0.02% of portfolio