Wbh Advisory Inc Fidelity Covington Tr Msci Fin Transaction History
Wbh Advisory Inc
- $980 Million
- Q2 2024
A detailed history of Wbh Advisory Inc transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Wbh Advisory Inc holds 5,422 shares of FNCL stock, worth $332,422. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,422
Previous 5,422
-0.0%
Holding current value
$332,422
Previous $322,000
2.48%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding FNCL
# of Institutions
207Shares Held
9.71MCall Options Held
5.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.27MShares$139 Million0.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.09MShares$128 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC365KShares$22.4 Million0.04% of portfolio
-
Congress Wealth Management LLC Boston, MA312KShares$19.1 Million0.33% of portfolio
-
Full Sail Capital, LLC Oklahoma City, OK292KShares$17.9 Million1.21% of portfolio