GWMIA
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Global Wealth Management Investment Advisory’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$5.36K – 248
2023
Q4 		$5.36K Hold
100
– – ﹤0.01% 333
2023
Q3 		$4.66K Hold
100
– – ﹤0.01% 336
2023
Q2 		$4.71K Buy
+100
New +$4.54K ﹤0.01% 340
2022
Q3 		– Sell
-100
Closed -$4K – 259
2022
Q2 		$4K Hold
100
– – ﹤0.01% 353
2022
Q1 		$5K Hold
100
– – ﹤0.01% 365
2021
Q4 		$6K Sell
100
-540
-84% -$30.5K ﹤0.01% 344
2021
Q3 		$34K Buy
+640
New +$34.1K 0.01% 224

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return