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 $18,313. This represents 0.01% of its overall portfolio holdings.
Number of Shares
197
Previous 150
31.33%
Holding current value
$18,313
Previous $13,000
46.15%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
10.5MCall Options Held
3.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.69MShares$157 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.38MShares$129 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$118 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$91 Million2.17% of portfolio
-
Ae Wealth Management LLC583KShares$54.1 Million0.55% of portfolio