Venturi Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 97 shares of FNCL stock, worth $6,665. This represents 0.0% of its overall portfolio holdings.
Number of Shares
97
Previous 97
-0.0%
Holding current value
$6,665
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNCL
# of Institutions
263Shares Held
11.6MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.31MShares$158 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$51.6 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC634KShares$43.6 Million0.06% of portfolio
-
Congress Wealth Management LLC Boston, MA321KShares$22.1 Million0.32% of portfolio