Modern Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Modern Wealth Management, LLC holds 57,334 shares of FNCL stock, worth $4.1 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
57,334
Previous 57,334
-0.0%
Holding current value
$4.1 Million
Previous $3.99 Billion
99.9%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding FNCL
# of Institutions
278Shares Held
12.3MCall Options Held
7.1KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.53MShares$181 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.85MShares$133 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6829KShares$59.3 Million0.33% of portfolio
-
Commonwealth Equity Services, LLC589KShares$42.1 Million0.06% of portfolio
-
Morgan Stanley New York, NY323KShares$23.1 Million0.0% of portfolio