Selective Wealth Management, Inc. Fidelity Covington Tr Msci Ind Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
A detailed history of Selective Wealth Management, Inc. transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,842 shares of FIDU stock, worth $201,696. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,842
Previous 2,876
1.18%
Holding current value
$201,696
Previous $207,000
3.86%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding FIDU
# of Institutions
190Shares Held
6.88MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.53MShares$109 Million0.5% of portfolio
-
Ae Wealth Management LLC836KShares$59.3 Million0.57% of portfolio
-
Northwestern Mutual Wealth Management CO709KShares$50.3 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC273KShares$19.4 Million0.03% of portfolio
-
Morgan Stanley New York, NY270KShares$19.2 Million0.0% of portfolio