Yoder Wealth Management, Inc. Fidelity Covington Tr Msci Fin Transaction History
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 2024
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 47,925 shares of FNCL stock, worth $2.94 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
47,925
Previous 49,780
3.73%
Holding current value
$2.94 Million
Previous $2.96 Billion
6.09%
% of portfolio
1.8%
Previous 1.93%
Shares
6 transactions
Others Institutions Holding FNCL
# of Institutions
204Shares Held
9.66MCall 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$129 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC365KShares$22.5 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