Lifeworks Advisors, LLC Fidelity Covington Tr Msci Ind Transaction History
Lifeworks Advisors, LLC
- $350 Million
- Q1 2024
A detailed history of Lifeworks Advisors, LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 38,727 shares of FIDU stock, worth $2.53 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
38,727
Previous 36,014
7.53%
Holding current value
$2.53 Million
Previous $2.21 Million
19.09%
% of portfolio
0.75%
Previous 0.76%
Shares
10 transactions
Others Institutions Holding FIDU
# of Institutions
146Shares Held
5.81MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.43MShares$93.8 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO615KShares$40.2 Million0.04% of portfolio
-
Ae Wealth Management LLC606KShares$39.6 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC257KShares$16.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY200KShares$13 Million0.0% of portfolio