Congress Wealth Management LLC Fidelity Covington Tr Msci Fin Call Options Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNCL

# of Institutions

255

Shares Held

11.4M

Call Options Held

100

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

2.31M
Shares

$165 Million
0.73% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.92M
Shares

$138 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

751K
Shares

$53.9 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

634K
Shares

$45.5 Million
0.06% of portfolio
Vicus Capital State College, PA

319K
Shares

$22.9 Million
1.96% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

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