High Mark Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History
High Mark Wealth Management LLC
- $217 Million
- Q3 2025
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 190 shares of FDIS stock, worth $19,216. This represents 0.01% of its overall portfolio holdings.
Number of Shares
190
Previous 190
-0.0%
Holding current value
$19,216
Previous $17,000
11.76%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
249Shares Held
9.19MCall Options Held
2.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.36MShares$138 Million0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.21MShares$123 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$93.4 Million0.01% of portfolio
-
Ae Wealth Management LLC680KShares$68.8 Million0.54% of portfolio
-
Pfg Advisors666KShares$67.3 Million2.09% of portfolio