Kore Private Wealth LLC Fidelity Covington Tr Msci Fin Transaction History

Kore Private Wealth LLC

$554 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	BUY	$32.1 - $35.99 $5,264 - $5,902	164 Added 1.28%	13,022 $440,000
Q1 2020 May 15, 2020	BUY	$24.81 - $45.08 $319,006 - $579,638	12,858 New	12,858 $378,000

Others Institutions Holding FNCL

# of Institutions

214

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$161 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$142 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$34.4 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$27.3 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$22.6 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
Sector ETFs
Industry ETFs

More about FNCL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kore Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kore Private Wealth LLC with notifications on news.