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 $618,844. This represents 0.52% of its overall portfolio holdings.
Number of Shares
9,004
Previous 27,125
66.81%
Holding current value
$618,844
Previous $1.91 Million
67.7%
% of portfolio
0.52%
Previous 1.49%
Shares
2 transactions
Others Institutions Holding FIDU
# of Institutions
193Shares Held
6.9MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.53MShares$105 Million0.5% of portfolio
-
Ae Wealth Management LLC836KShares$57.4 Million0.57% of portfolio
-
Northwestern Mutual Wealth Management CO709KShares$48.8 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC273KShares$18.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY270KShares$18.6 Million0.0% of portfolio