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 $18,716. This represents 0.01% of its overall portfolio holdings.
Number of Shares
190
Previous 190
-0.0%
Holding current value
$18,716
Previous $17,000
11.76%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
255Shares Held
8.83MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.48MShares$146 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.22MShares$120 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC928KShares$91.5 Million0.01% of portfolio
-
Ae Wealth Management LLC763KShares$75.1 Million0.58% of portfolio
-
Richard Bernstein Advisors LLC492KShares$48.5 Million1.46% of portfolio