Yoder Wealth Management, Inc. Fidelity Covington Tr Msci Fin Transaction History
Yoder Wealth Management, Inc.
- $178 Billion
- Q1 2025
A detailed history of Yoder Wealth Management, Inc. transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 62,237 shares of FNCL stock, worth $4.45 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
62,237
Previous 58,413
6.55%
Holding current value
$4.45 Million
Previous $4.01 Billion
7.85%
% of portfolio
2.44%
Previous 2.22%
Shares
9 transactions
Others Institutions Holding FNCL
# of Institutions
278Shares Held
12.3MCall Options Held
7.1KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.53MShares$181 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.85MShares$133 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6829KShares$59.3 Million0.33% of portfolio
-
Commonwealth Equity Services, LLC589KShares$42.1 Million0.06% of portfolio
-
Morgan Stanley New York, NY323KShares$23.1 Million0.0% of portfolio