West Branch Capital LLC Fidelity Covington Tr Msci Fin Transaction History
West Branch Capital LLC
- $297 Million
- Q4 2024
A detailed history of West Branch Capital LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, West Branch Capital LLC holds 1,730 shares of FNCL stock, worth $118,885. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,730
Previous 1,730
-0.0%
Holding current value
$118,885
Previous $110,000
7.27%
% of portfolio
0.04%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding FNCL
# of Institutions
257Shares Held
11.4MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.31MShares$158 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.92MShares$132 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6751KShares$51.6 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC634KShares$43.6 Million0.06% of portfolio
-
Congress Wealth Management LLC Boston, MA321KShares$22.1 Million0.32% of portfolio