Yoder Wealth Management, Inc. Fidelity Covington Tr Msci Fin Transaction History
Yoder Wealth Management, Inc.
- $211 Billion
- Q3 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 68,510 shares of FNCL stock, worth $5.19 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
68,510
Previous 63,159
8.47%
Holding current value
$5.19 Million
Previous $4.68 Billion
11.84%
% of portfolio
2.47%
Previous 2.44%
Shares
11 transactions
Others Institutions Holding FNCL
# of Institutions
283Shares Held
12.1MCall Options Held
11.4KPut Options Held
1.1K-
Lido Advisors, LLC Los Angeles, CA2.51MShares$190 Million0.72% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.82MShares$138 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6579KShares$43.9 Million0.21% of portfolio
-
Commonwealth Equity Services, LLC449KShares$34 Million0.04% of portfolio
-
Morgan Stanley New York, NY332KShares$25.1 Million0.0% of portfolio