Integrated Wealth Concepts LLC Fidelity Covington Tr Msci Fin Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,845 shares of FNCL stock, worth $211,269. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,845
Previous 3,578
20.49%
Holding current value
$211,269
Previous $264,000
17.8%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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
-
Charles Schwab Investment Management Inc San Francisco, CA1.83MShares$136 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6854KShares$63.4 Million0.31% of portfolio
-
Commonwealth Equity Services, LLC449KShares$33.3 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ430KShares$32 Million0.05% of portfolio