Long View Wealth Management Fidelity Covington Tr Msci Fin Transaction History
Long View Wealth Management
- $313 Billion
- Q3 2024
A detailed history of Long View Wealth Management transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Long View Wealth Management holds 4,980 shares of FNCL stock, worth $347,006. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,980
Previous 4,650
7.1%
Holding current value
$347,006
Previous $269 Million
18.01%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding FNCL
# of Institutions
213Shares Held
10.3MCall Options Held
600Put Options Held
3.2K-
Lido Advisors, LLC Los Angeles, CA2.27MShares$158 Million0.71% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2MShares$139 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6485KShares$33.8 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC384KShares$26.8 Million0.04% of portfolio
-
Congress Wealth Management LLC Boston, MA318KShares$22.2 Million0.28% of portfolio