Ae Wealth Management LLC Fidelity Covington Tr Msci Con Call Options Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDIS

# of Institutions

247

Shares Held

9.62M

Call Options Held

3K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.58M
Shares

$152 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$144 Million
0.53% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.25M
Shares

$120 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

506K
Shares

$48.8 Million
1.19% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

274K
Shares

$26.4 Million
0.12% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
Sector ETFs
Industry ETFs

More about FDIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.