Bogart Wealth, LLC Fidelity Covington Tr Msci Ind Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Bogart Wealth, LLC holds 2,295 shares of FIDU stock, worth $151,951. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,295
Previous 2,295
-0.0%
Holding current value
$151,951
Previous $165,000
2.42%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FIDU
# of Institutions
194Shares Held
6.97MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.53MShares$101 Million0.5% of portfolio
-
Ae Wealth Management LLC836KShares$55.3 Million0.57% of portfolio
-
Northwestern Mutual Wealth Management CO709KShares$47 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC273KShares$18.1 Million0.03% of portfolio
-
Morgan Stanley New York, NY270KShares$17.9 Million0.0% of portfolio