Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Ind Transaction History
Primoris Wealth Advisors, LLC
- $119 Million
- Q1 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 9,004 shares of FIDU stock, worth $678,541. This represents 0.52% of its overall portfolio holdings.
Number of Shares
9,004
Previous 27,125
66.81%
Holding current value
$678,541
Previous $1.91 Million
67.7%
% of portfolio
0.52%
Previous 1.49%
Shares
2 transactions
Others Institutions Holding FIDU
# of Institutions
195Shares Held
7.68MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.58MShares$119 Million0.45% of portfolio
-
Ae Wealth Management LLC924KShares$69.7 Million0.61% of portfolio
-
Northwestern Mutual Wealth Management CO755KShares$56.9 Million0.04% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6284KShares$21.4 Million0.11% of portfolio
-
Commonwealth Equity Services, LLC275KShares$20.7 Million0.03% of portfolio