Amplius Wealth Advisors, LLC Fidelity Covington Tr Msci Con Transaction History

Amplius Wealth Advisors, LLC

  • $858 Million
  • Q4 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 2,391 shares of FDIS stock, worth $235,537. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,391
Previous 2,391 -0.0%
Holding current value
$235,537
Previous $245,000 4.08%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$75.33 - $94.56 $1,657 - $2,080
22 Added 0.93%
2,391 $224,000
Q1 2025

Apr 10, 2025
SELL
$82.77 - $101.84 $910 - $1,120
-11 Reduced 0.46%
2,369 $200,000
Q4 2024

Jan 16, 2025
SELL
$85.33 - $104.24 $1,877 - $2,293
-22 Reduced 0.92%
2,380 $231,000
Q3 2024

Oct 16, 2024
BUY
$75.81 - $88.73 $182,095 - $213,129
2,402 New
2,402 $212,000

Others Institutions Holding FDIS

# of Institutions
257
Shares Held
9.11M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI CON

FDIS Quotes by TradingView
  • Ticker FDIS
  • Sector ETFs
  • Industry ETFs
More about FDIS
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email