Kerber Rose Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History
Kerber Rose Wealth Management, LLC
- $123 Million
- Q2 2022
A detailed history of Kerber Rose Wealth Management, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Kerber Rose Wealth Management, LLC holds 16,273 shares of FNCL stock, worth $952,295. This represents 0.59% of its overall portfolio holdings.
Number of Shares
16,273Holding current value
$952,295% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding FNCL
# of Institutions
203Shares Held
9.76MCall Options Held
5.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.27MShares$133 Million0.8% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA2.09MShares$123 Million0.03% of portfolio
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Commonwealth Equity Services, LLC365KShares$21.4 Million0.04% of portfolio
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Congress Wealth Management LLC Boston, MA312KShares$18.2 Million0.33% of portfolio
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Full Sail Capital, LLC Oklahoma City, OK292KShares$17.1 Million1.21% of portfolio