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

Congress Wealth Management LLC

$7.2 Billion
Q3 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

213

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$156 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$138 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$33.3 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$26.4 Million
0.04% of portfolio
Vicus Capital State College, PA

272K
Shares

$18.7 Million
1.55% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

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