Amplius Wealth Advisors, LLC Fidelity Covington Tr Msci Con Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,369 shares of FDIS stock, worth $218,848. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,369
Previous 2,380
0.46%
Holding current value
$218,848
Previous $231,000
13.42%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
246Shares Held
10.1MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.58MShares$146 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.49MShares$138 Million0.53% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.25MShares$115 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC937KShares$86.5 Million1.93% of portfolio
-
Ae Wealth Management LLC651KShares$60.1 Million0.53% of portfolio