Concurrent Investment Advisors, LLC Fidelity Covington Tr Transaction History

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 68,636 shares of FIDI stock, worth $1.44 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
68,636
Previous 88,273 22.25%
Holding current value
$1.44 Million
Previous $1.85 Billion 24.5%
% of portfolio
0.05%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$20.08 - $21.75 $394,310 - $427,104
-19,637 Reduced 22.25%
68,636 $1.39 Billion
Q1 2024

May 07, 2024
BUY
$19.7 - $21.05 $537,002 - $573,801
27,259 Added 44.68%
88,273 $1.85 Billion
Q4 2023

Apr 15, 2024
BUY
$17.74 - $20.62 $1.08 Million - $1.26 Million
61,014 New
61,014 $1.26 Billion

Others Institutions Holding FIDI

# of Institutions
35
Shares Held
1.74M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR

FIDI Quotes by TradingView
  • Ticker FIDI
  • Sector ETFs
  • Industry ETFs
More about FIDI
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