Mission Wealth Management, LP Fidelity Covington Tr Msci Fin Transaction History
Mission Wealth Management, LP
- $4.01 Billion
- Q1 2025
A detailed history of Mission Wealth Management, LP transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Mission Wealth Management, LP holds 5,481 shares of FNCL stock, worth $355,771. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,481
Previous 5,465
0.29%
Holding current value
$355,771
Previous $375,000
0.27%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding FNCL
# of Institutions
265Shares Held
11.7MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.31MShares$150 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.92MShares$125 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6751KShares$48.7 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC634KShares$41.1 Million0.06% of portfolio
-
Congress Wealth Management LLC Boston, MA321KShares$20.8 Million0.32% of portfolio