Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Ind Transaction History
Primoris Wealth Advisors, LLC
- $135 Million
- Q2 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 7,479 shares of FIDU stock, worth $621,205. This represents 0.43% of its overall portfolio holdings.
Number of Shares
7,479
Previous 9,004
16.94%
Holding current value
$621,205
Previous $616,000
6.01%
% of portfolio
0.43%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding FIDU
# of Institutions
208Shares Held
7.84MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.7MShares$142 Million0.51% of portfolio
-
Ae Wealth Management LLC935KShares$77.6 Million0.62% of portfolio
-
Northwestern Mutual Wealth Management CO883KShares$73.3 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC328KShares$27.2 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6288KShares$23.9 Million0.11% of portfolio