Summit Financial, LLC Fidelity Covington Tr Msci Fin Transaction History
Summit Financial, LLC
- $2.83 Billion
- Q4 2024
A detailed history of Summit Financial, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Summit Financial, LLC holds 13,821 shares of FNCL stock, worth $926,559. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,821
Previous 13,527
2.17%
Holding current value
$926,559
Previous $863,000
9.97%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FNCL
# of Institutions
266Shares Held
11.7MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.31MShares$155 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.92MShares$129 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6751KShares$50.3 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC634KShares$42.5 Million0.06% of portfolio
-
Congress Wealth Management LLC Boston, MA321KShares$21.5 Million0.32% of portfolio