Benchmark Financial Wealth Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History
Benchmark Financial Wealth Advisors, LLC
- $340 Million
- Q4 2025
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 9,733 shares of FNCL stock, worth $722,772. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,733
Previous 8,782
10.83%
Holding current value
$722,772
Previous $670,000
7.76%
% of portfolio
0.21%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding FNCL
# of Institutions
289Shares Held
13.6MCall Options Held
8.8KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.7MShares$201 Million0.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.83MShares$136 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6854KShares$63.4 Million0.31% of portfolio
-
Commonwealth Equity Services, LLC449KShares$33.3 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ430KShares$32 Million0.05% of portfolio