High Mark Wealth Management LLC Fidelity Covington Tr Msci Fin Transaction History
High Mark Wealth Management LLC
- $182 Million
- Q3 2024
A detailed history of High Mark Wealth Management LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, High Mark Wealth Management LLC holds 450 shares of FNCL stock, worth $30,964. This represents 0.02% of its overall portfolio holdings.
Number of Shares
450
Previous 450
-0.0%
Holding current value
$30,964
Previous $26,000
7.69%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FNCL
# of Institutions
213Shares Held
10.3MCall Options Held
600Put Options Held
3.2K-
Lido Advisors, LLC Los Angeles, CA2.27MShares$156 Million0.71% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2MShares$138 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6485KShares$33.3 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC384KShares$26.4 Million0.04% of portfolio
-
Congress Wealth Management LLC Boston, MA318KShares$21.9 Million0.28% of portfolio