Instrumental Wealth, LLC Fidelity Covington Tr Msci Fin Transaction History
Instrumental Wealth, LLC
- $143 Billion
- Q3 2025
A detailed history of Instrumental Wealth, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Instrumental Wealth, LLC holds 3,092 shares of FNCL stock, worth $229,611. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,092Holding current value
$229,611% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding FNCL
# of Institutions
290Shares Held
13.6MCall Options Held
8.8KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.7MShares$201 Million0.66% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.83MShares$136 Million0.02% of portfolio
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Agf Management LTD Toronto Ontario Canada, A6854KShares$63.4 Million0.31% of portfolio
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Commonwealth Equity Services, LLC449KShares$33.3 Million0.04% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ430KShares$32 Million0.05% of portfolio