Ae Wealth Management LLC Fidelity Covington Tr Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 393 shares of FIDI stock, worth $9,149. This represents 0.0% of its overall portfolio holdings.
Number of Shares
393
Previous 393
-0.0%
Holding current value
$9,149
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FIDI
# of Institutions
46Shares Held
1.79MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC486KShares$11.3 Million0.01% of portfolio
-
David Kennon Inc Sarasota, FL383KShares$8.92 Million3.66% of portfolio
-
Kestra Advisory Services, LLC137KShares$3.19 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ104KShares$2.42 Million0.01% of portfolio
-
Beam Wealth Advisors, Inc.76.4KShares$1.78 Million0.57% of portfolio