Atlas Private Wealth Management Fidelity Covington Tr Msci Con Transaction History

Atlas Private Wealth Management

$227 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 27, 2021	SELL	$60.32 - $71.61 $6,393 - $7,590	-106 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$52.87 - $65.78 $5,604 - $6,972	106 New	106 $7,000

Others Institutions Holding FDIS

# of Institutions

211

Shares Held

9.7M

Call Options Held

2K

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.77M
Shares

$169 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.36M
Shares

$130 Million
0.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.3M
Shares

$124 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$95.5 Million
1.9% of portfolio
Ae Wealth Management LLC

495K
Shares

$47.3 Million
0.45% 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 Atlas Private Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Management with notifications on news.