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 $596,749. This represents 0.43% of its overall portfolio holdings.
Number of Shares
7,479
Previous 9,004
16.94%
Holding current value
$596,749
Previous $616,000
6.01%
% of portfolio
0.43%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding FIDU
# of Institutions
209Shares Held
7.73MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.58MShares$126 Million0.45% of portfolio
-
Ae Wealth Management LLC935KShares$74.6 Million0.62% of portfolio
-
Northwestern Mutual Wealth Management CO755KShares$60.2 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC328KShares$26.2 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6288KShares$23 Million0.11% of portfolio