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

246

Shares Held

10.1M

Call Options Held

3K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.58M
Shares

$146 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$138 Million
0.53% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.25M
Shares

$115 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

937K
Shares

$86.5 Million
1.93% of portfolio
Ae Wealth Management LLC

651K
Shares

$60.1 Million
0.53% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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