Ehrlich Financial Group Fidelity Covington Tr Msci Con Transaction History
Ehrlich Financial Group
- $154 Billion
- Q2 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 2,199 shares of FDIS stock, worth $209,212. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,199
Previous 4,006
45.11%
Holding current value
$209,212
Previous $339 Million
38.89%
% of portfolio
0.13%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding FDIS
# of Institutions
246Shares Held
10.1MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.58MShares$151 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.49MShares$142 Million0.53% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$119 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC937KShares$89.1 Million1.93% of portfolio
-
Ae Wealth Management LLC651KShares$61.9 Million0.53% of portfolio