Valued Wealth Advisors LLC Fidelity Covington Tr Msci Con Transaction History
Valued Wealth Advisors LLC
- $192 Billion
- Q2 2025
A detailed history of Valued Wealth Advisors LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 50 shares of FDIS stock, worth $5,040. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$5,040
Previous $4.23 Million
11.31%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
9.29MCall Options Held
2.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.36MShares$137 Million0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.21MShares$122 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$93.1 Million0.01% of portfolio
-
Ae Wealth Management LLC680KShares$68.5 Million0.54% of portfolio
-
Pfg Advisors666KShares$67.1 Million2.09% of portfolio