Personal Cfo Solutions, LLC Fidelity Covington Tr Msci Ind Transaction History
Personal Cfo Solutions, LLC
- $636 Million
- Q2 2024
A detailed history of Personal Cfo Solutions, LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 82,866 shares of FIDU stock, worth $5.94 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
82,866
Previous 84,005
1.36%
Holding current value
$5.94 Million
Previous $5.7 Million
4.92%
% of portfolio
0.85%
Previous 0.95%
Shares
19 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