Brass Tax Wealth Management, Inc Fidelity Covington Tr Msci Con Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 2,505 shares of FDIS stock, worth $212,123. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,505
Previous 2,642
5.19%
Holding current value
$212,123
Previous $257 Million
17.78%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
248Shares Held
10.5MCall Options Held
3.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.69MShares$143 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.38MShares$117 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$107 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC937KShares$79.3 Million1.93% of portfolio
-
Ae Wealth Management LLC583KShares$49.3 Million0.55% of portfolio