Modern Wealth Management, LLC Fidelity Covington Tr Msci Ind Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Modern Wealth Management, LLC holds 21,378 shares of FIDU stock, worth $1.73 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
21,378
Previous 52,981
59.65%
Holding current value
$1.73 Million
Previous $4.11 Million
42551.42%
% of portfolio
0.03%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding FIDU
# of Institutions
222Shares Held
8.19MCall Options Held
2.5KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.74MShares$140 Million0.45% of portfolio
-
Ae Wealth Management LLC1.05MShares$84.9 Million0.64% of portfolio
-
Northwestern Mutual Wealth Management CO910KShares$73.5 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC405KShares$32.7 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC251KShares$20.3 Million0.01% of portfolio