Schwarz Dygos Wheeler Investment Advisors LLC Fidelity Covington Tr Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $369 Million
- Q2 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 10,497 shares of FGRO stock, worth $235,237. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,497
Previous 10,497
-0.0%
Holding current value
$235,237
Previous $229,000
8.3%
% of portfolio
0.07%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding FGRO
# of Institutions
44Shares Held
3.7MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC1.13MShares$25.3 Million0.15% of portfolio
-
Commonwealth Equity Services, LLC852KShares$19.1 Million0.03% of portfolio
-
Traynor Capital Management, Inc.222KShares$4.97 Million0.31% of portfolio
-
Financial Management Network Inc216KShares$4.85 Million1.14% of portfolio
-
Investment Advisory Services Inc The Woodlands, TX173KShares$3.88 Million1.39% of portfolio