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 $188,430. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,369
Previous 2,380
0.46%
Holding current value
$188,430
Previous $231,000
13.42%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
248Shares Held
10.7MCall Options Held
3.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.69MShares$134 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.38MShares$110 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$101 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$77.8 Million2.17% of portfolio
-
Ae Wealth Management LLC583KShares$46.3 Million0.55% of portfolio