Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Ind Transaction History
Primoris Wealth Advisors, LLC
- $128 Million
- Q4 2024
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 27,125 shares of FIDU stock, worth $1.99 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
27,125Holding current value
$1.99 Million% of portfolio
1.49%Shares
1 transactions
Others Institutions Holding FIDU
# of Institutions
189Shares Held
6.88MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.53MShares$112 Million0.5% of portfolio
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Ae Wealth Management LLC836KShares$61.4 Million0.57% of portfolio
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Northwestern Mutual Wealth Management CO709KShares$52.1 Million0.04% of portfolio
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Commonwealth Equity Services, LLC273KShares$20 Million0.03% of portfolio
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Morgan Stanley New York, NY270KShares$19.9 Million0.0% of portfolio