Pinnacle Private Wealth, LLC Fidelity Covington Tr Msci Con Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 7,464 shares of FDIS stock, worth $735,278. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,464
Previous 7,484
0.27%
Holding current value
$735,278
Previous $592,000
25.68%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
255Shares Held
8.83MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.48MShares$146 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.22MShares$120 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC928KShares$91.5 Million0.01% of portfolio
-
Ae Wealth Management LLC763KShares$75.1 Million0.58% of portfolio
-
Richard Bernstein Advisors LLC492KShares$48.5 Million1.46% of portfolio