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

Congress Wealth Management LLC

$6.12 Billion
Q2 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

207

Shares Held

10.2M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.36M
Shares

$157 Million
0.77% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.04M
Shares

$136 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$25.6 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

294K
Shares

$19.6 Million
0.1% of portfolio
Full Sail Capital, LLC Oklahoma City, OK

285K
Shares

$19 Million
1.11% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

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