High Mark Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History
High Mark Wealth Management LLC
- $182 Million
- Q3 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 $14,001. This represents 0.01% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$14,001
Previous $12,000
8.33%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDIS
# of Institutions
211Shares Held
9.7MCall Options Held
2KPut Options Held
500-
Bank Of America Corp Charlotte, NC1.77MShares$165 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.36MShares$127 Million0.59% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.3MShares$121 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC998KShares$93.2 Million1.9% of portfolio
-
Ae Wealth Management LLC495KShares$46.2 Million0.45% of portfolio