Pinnacle Private Wealth, LLC Fidelity Covington Tr Msci Con Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 7,464 shares of FDIS stock, worth $688,180. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,464
Previous 7,484
0.27%
Holding current value
$688,180
Previous $592,000
25.68%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
208Shares Held
6.88MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$119 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$118 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$35.1 Million0.34% of portfolio
-
Envestnet Asset Management Inc246KShares$22.7 Million0.01% of portfolio
-
Monumental Financial Group Inc.245KShares$22.6 Million8.07% of portfolio