Bogart Wealth, LLC Fidelity Covington Tr Msci Fin Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,544 shares of FNCL stock, worth $113,267. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,544
Previous 1,544
-0.0%
Holding current value
$113,267
Previous $98,000
8.16%
% of portfolio
0.01%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNCL
# of Institutions
255Shares Held
11.4MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.31MShares$169 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.92MShares$141 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6751KShares$55.1 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC634KShares$46.5 Million0.06% of portfolio
-
Congress Wealth Management LLC Boston, MA321KShares$23.5 Million0.32% of portfolio