Pensionmark Financial Group, LLC Fidelity Covington Tr Msci Con Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 7,510 shares of FDIS stock, worth $681,382. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,510
Previous 7,458
0.7%
Holding current value
$681,382
Previous $659,000
10.93%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
10.5MCall Options Held
3.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.69MShares$153 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.38MShares$126 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$115 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$88.8 Million2.17% of portfolio
-
Ae Wealth Management LLC583KShares$52.9 Million0.55% of portfolio