High Mark Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History
High Mark Wealth Management LLC
- $173 Million
- Q4 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 197 shares of FDIS stock, worth $19,952. This represents 0.01% of its overall portfolio holdings.
Number of Shares
197
Previous 150
31.33%
Holding current value
$19,952
Previous $13,000
46.15%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
229Shares Held
10MCall Options Held
4.1KPut Options Held
500-
Bank Of America Corp Charlotte, NC1.77MShares$179 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.36MShares$138 Million0.59% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.3MShares$131 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC998KShares$101 Million1.9% of portfolio
-
Ae Wealth Management LLC495KShares$50.1 Million0.45% of portfolio