Kdk Private Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History
Kdk Private Wealth Management, LLC
- $98.7 Billion
- Q3 2025
A detailed history of Kdk Private Wealth Management, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Kdk Private Wealth Management, LLC holds 25,436 shares of FNCL stock, worth $1.89 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
25,436
Previous 26,103
2.56%
Holding current value
$1.89 Million
Previous $1.93 Billion
0.47%
% of portfolio
1.97%
Previous 2.06%
Shares
4 transactions
Others Institutions Holding FNCL
# of Institutions
291Shares 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