Panoramic Investment Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 4,255 shares of FNCL stock, worth $273,724. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,255
Previous 5,255
19.03%
Holding current value
$273,724
Previous $281 Million
10.18%
% of portfolio
0.19%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding FNCL
# of Institutions
204Shares Held
9.89MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.36MShares$152 Million0.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.04MShares$131 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC363KShares$23.3 Million0.03% of portfolio
-
Congress Wealth Management LLC Boston, MA314KShares$20.2 Million0.3% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6294KShares$18.9 Million0.1% of portfolio