Pensionmark Financial Group, LLC Fidelity Covington Tr Msci Ind Transaction History
Pensionmark Financial Group, LLC
- $1.54 Billion
- Q2 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 3,501 shares of FIDU stock, worth $250,916. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,501
Previous 3,500
0.03%
Holding current value
$250,916
Previous $237,000
3.8%
% of portfolio
0.01%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FIDU
# of Institutions
160Shares Held
8.26MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.89MShares$135 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.49MShares$107 Million0.55% of portfolio
-
Ae Wealth Management LLC696KShares$49.9 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO624KShares$44.7 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC302KShares$21.6 Million0.03% of portfolio