Ae Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History
Ae Wealth Management LLC
- $9.03 Billion
- Q2 2024
A detailed history of Ae Wealth Management LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Ae Wealth Management LLC holds 380,226 shares of FDIS stock, worth $33.4 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
380,226
Previous 205,919
84.65%
Holding current value
$33.4 Million
Previous $17 Million
81.36%
% of portfolio
0.34%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding FDIS
# of Institutions
206Shares Held
6.58MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$113 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$113 Million0.02% of portfolio
-
Monumental Financial Group Inc.245KShares$21.6 Million8.07% of portfolio
-
Bank Of America Corp Charlotte, NC233KShares$20.5 Million0.0% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6204KShares$18 Million0.1% of portfolio