Ehrlich Financial Group Fidelity Covington Tr Msci Con Transaction History
Ehrlich Financial Group
- $168 Billion
- Q3 2025
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 2,182 shares of FDIS stock, worth $220,687. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,182
Previous 2,199
0.77%
Holding current value
$220,687
Previous $207 Million
8.51%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
9.18MCall Options Held
2.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.36MShares$138 Million0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.21MShares$123 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$93.4 Million0.01% of portfolio
-
Ae Wealth Management LLC680KShares$68.8 Million0.54% of portfolio
-
Pfg Advisors666KShares$67.3 Million2.09% of portfolio