Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History
Primoris Wealth Advisors, LLC
- $125 Million
- Q1 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 3,432 shares of FNCL stock, worth $200,085. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,432Holding current value
$200,085% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding FNCL
# of Institutions
202Shares Held
9.75MCall Options Held
5.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.27MShares$132 Million0.8% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA2.09MShares$122 Million0.03% of portfolio
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Commonwealth Equity Services, LLC365KShares$21.3 Million0.04% of portfolio
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Congress Wealth Management LLC Boston, MA312KShares$18.2 Million0.33% of portfolio
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Full Sail Capital, LLC Oklahoma City, OK292KShares$17 Million1.21% of portfolio