Systm Wealth Solutions LLC Fidelity Covington Tr Msci Con Transaction History

Systm Wealth Solutions LLC

$3.29 Billion
Q3 2024

A detailed history of Systm Wealth Solutions LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Systm Wealth Solutions LLC holds 31 shares of FDIS stock, worth $2,985. This represents 0.08% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,985

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$75.81 - $88.73 $2,350 - $2,750	31 New	31 $2.75 Million

Others Institutions Holding FDIS

# of Institutions

246

Shares Held

10.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.58M
Shares

$152 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$144 Million
0.53% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.25M
Shares

$120 Million
0.02% of portfolio
Ae Wealth Management LLC

680K
Shares

$65.5 Million
0.54% of portfolio
Pfg Advisors

666K
Shares

$64.1 Million
2.09% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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Systm Wealth Solutions LLC Fidelity Covington Tr Msci Con Transaction History