High Mark Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History
High Mark Wealth Management LLC
- $166 Million
- Q1 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 $17,552. This represents 0.01% of its overall portfolio holdings.
Number of Shares
190
Previous 197
3.55%
Holding current value
$17,552
Previous $19,000
15.79%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
246Shares Held
10.1MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.58MShares$146 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.49MShares$138 Million0.53% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$115 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC937KShares$86.5 Million1.93% of portfolio
-
Ae Wealth Management LLC651KShares$60.1 Million0.53% of portfolio