Captrust Financial Advisors Fidelity Covington Tr Msci Con Call Options Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

$144 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$136 Million
0.53% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.25M
Shares

$113 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

937K
Shares

$85.2 Million
1.93% of portfolio
Ae Wealth Management LLC

651K
Shares

$59.2 Million
0.53% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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