River Wealth Advisors LLC Fidelity Covington Tr Msci Fin Transaction History
River Wealth Advisors LLC
- $734 Million
- Q4 2024
A detailed history of River Wealth Advisors LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, River Wealth Advisors LLC holds 4,748 shares of FNCL stock, worth $327,422. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,748
Previous 4,510
5.28%
Holding current value
$327,422
Previous $288,000
13.19%
% of portfolio
0.04%
Previous 0.04%
Shares
21 transactions
Others Institutions Holding FNCL
# of Institutions
256Shares Held
11.4MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.31MShares$159 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.92MShares$132 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6751KShares$51.8 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC634KShares$43.7 Million0.06% of portfolio
-
Congress Wealth Management LLC Boston, MA321KShares$22.1 Million0.32% of portfolio