High Mark Wealth Management LLC Fidelity Covington Tr Msci Fin 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 Fin stock. As of the latest transaction made, High Mark Wealth Management LLC holds 550 shares of FNCL stock, worth $39,330. This represents 0.02% of its overall portfolio holdings.
Number of Shares
550
Previous 562
2.14%
Holding current value
$39,330
Previous $38,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding FNCL
# of Institutions
278Shares Held
12.3MCall Options Held
7.1KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.53MShares$181 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.85MShares$133 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6829KShares$59.3 Million0.33% of portfolio
-
Commonwealth Equity Services, LLC589KShares$42.1 Million0.06% of portfolio
-
Morgan Stanley New York, NY323KShares$23.1 Million0.0% of portfolio