Ehrlich Financial Group Fidelity Covington Tr Msci Con Transaction History
Ehrlich Financial Group
- $141 Billion
- Q4 2024
A detailed history of Ehrlich Financial Group transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Ehrlich Financial Group holds 4,042 shares of FDIS stock, worth $334,556. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,042
Previous 4,031
0.27%
Holding current value
$334,556
Previous $357 Million
10.5%
% of portfolio
0.28%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
10.5MCall Options Held
3.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.69MShares$140 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.38MShares$115 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$105 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$81 Million2.17% of portfolio
-
Ae Wealth Management LLC583KShares$48.2 Million0.55% of portfolio