High Mark Wealth Management LLC Fidelity Covington Tr Msci Fin 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 Fin stock. As of the latest transaction made, High Mark Wealth Management LLC holds 610 shares of FNCL stock, worth $46,225. This represents 0.02% of its overall portfolio holdings.
Number of Shares
610
Previous 550
10.91%
Holding current value
$46,225
Previous $40,000
15.0%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding FNCL
# of Institutions
282Shares Held
12.1MCall Options Held
11.4KPut Options Held
1.1K-
Lido Advisors, LLC Los Angeles, CA2.51MShares$190 Million0.72% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.82MShares$138 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC596KShares$45.2 Million0.06% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6579KShares$43.9 Million0.21% of portfolio
-
Morgan Stanley New York, NY332KShares$25.1 Million0.0% of portfolio