Western Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History
Western Wealth Management, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Western Wealth Management, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Western Wealth Management, LLC holds 13,836 shares of FNCL stock, worth $806,638. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,836
Previous 13,833
0.02%
Holding current value
$806,638
Previous $740,000
10.95%
% of portfolio
0.06%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding FNCL
# of Institutions
202Shares Held
9.75MCall Options Held
5.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.27MShares$132 Million0.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.09MShares$122 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC365KShares$21.3 Million0.04% of portfolio
-
Congress Wealth Management LLC Boston, MA312KShares$18.2 Million0.33% of portfolio
-
Full Sail Capital, LLC Oklahoma City, OK292KShares$17 Million1.21% of portfolio