Northwest Financial Advisors Fidelity Covington Tr Msci Con Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Northwest Financial Advisors holds 204 shares of FDIS stock, worth $17,452. This represents 0.01% of its overall portfolio holdings.
Number of Shares
204
Previous 203
0.49%
Holding current value
$17,452
Previous $16.8 Million
1.58%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
202Shares Held
6.55MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$110 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$110 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$32.5 Million0.34% of portfolio
-
Bank Of America Corp Charlotte, NC233KShares$19.9 Million0.0% of portfolio
-
Monumental Financial Group Inc.217KShares$18.5 Million7.74% of portfolio