High Mark Wealth Management LLC Fidelity Covington Tr Msci Fin Transaction History
High Mark Wealth Management LLC
- $173 Million
- Q4 2024
A detailed history of High Mark Wealth Management LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, High Mark Wealth Management LLC holds 562 shares of FNCL stock, worth $40,913. This represents 0.02% of its overall portfolio holdings.
Number of Shares
562
Previous 450
24.89%
Holding current value
$40,913
Previous $28,000
35.71%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding FNCL
# of Institutions
249Shares Held
11.4MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.31MShares$168 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.92MShares$140 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6751KShares$54.7 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC634KShares$46.1 Million0.06% of portfolio
-
Congress Wealth Management LLC Boston, MA321KShares$23.4 Million0.32% of portfolio