Lifeworks Advisors, LLC Fidelity Covington Tr Msci Mat Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Fidelity Covington Tr Msci Mat stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 26,988 shares of FMAT stock, worth $1.35 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
26,988
Previous 21,291
26.76%
Holding current value
$1.35 Million
Previous $1.15 Million
12.75%
% of portfolio
0.24%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding FMAT
# of Institutions
123Shares Held
4.21MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC805KShares$40.3 Million0.37% of portfolio
-
Envestnet Asset Management Inc574KShares$28.7 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA526KShares$26.3 Million0.12% of portfolio
-
Cetera Investment Advisers Schaumburg, IL240KShares$12 Million0.03% of portfolio
-
Centerline Wealth Advisors, LLC Louisville, KY159KShares$7.93 Million4.48% of portfolio