Wagner Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History

Wagner Wealth Management, LLC

$284 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$33.76 - $42.22 $1,552 - $1,942	-46 Closed	0 $0
Q2 2018 Aug 01, 2018	BUY	N/A	1 Added 2.22%	46 $2,000
Q4 2017 Feb 22, 2018	BUY	N/A	45	45 $2,000

Others Institutions Holding FNCL

# of Institutions

213

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$158 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$139 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$33.8 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$26.8 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$22.2 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
Sector ETFs
Industry ETFs

More about FNCL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wagner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.