Modern Wealth Management, LLC Fidelity Covington Tr Msci Ind Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Modern Wealth Management, LLC holds 52,981 shares of FIDU stock, worth $4.29 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
52,981
Previous 49,798
6.39%
Holding current value
$4.29 Million
Previous $3.41 Million
20.48%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding FIDU
# of Institutions
207Shares Held
7.85MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.7MShares$138 Million0.51% of portfolio
-
Ae Wealth Management LLC935KShares$75.6 Million0.62% of portfolio
-
Northwestern Mutual Wealth Management CO883KShares$71.4 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC328KShares$26.5 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6288KShares$23.3 Million0.11% of portfolio