High Mark Wealth Management LLC Fidelity Covington Tr Divid Et Transaction History
High Mark Wealth Management LLC
- $161 Million
- Q1 2024
A detailed history of High Mark Wealth Management LLC transactions in Fidelity Covington Tr Divid Et stock. As of the latest transaction made, High Mark Wealth Management LLC holds 26 shares of FDRR stock, worth $1,272. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 26
-0.0%
Holding current value
$1,272
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FDRR
# of Institutions
92Shares Held
4.07MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE726KShares$35.5 Million1.4% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA400KShares$19.6 Million0.22% of portfolio
-
Commonwealth Equity Services, LLC367KShares$17.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC271KShares$13.2 Million0.0% of portfolio
-
Lehman & Derafelo Financial Resources LLC263KShares$12.9 Million3.12% of portfolio