Congress Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,161 shares of FDIS stock, worth $1.19 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,161
Holding current value
$1.19 Million
% of portfolio
0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$85.33 - $104.24 $1.04 Million - $1.27 Million
12,161 New
12,161 $1.19 Million
Q1 2024

Apr 18, 2024
BUY
$75.81 - $82.49 $215,148 - $234,106
2,838 New
2,838 $234,000
Q3 2022

Nov 08, 2022
BUY
$59.99 - $74.41 $215,064 - $266,759
3,585 New
3,585 $218,000
Q2 2022

Aug 11, 2022
SELL
$57.67 - $80.77 $178,142 - $249,498
-3,089 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$70.33 - $90.25 $12,800 - $16,425
182 Added 6.26%
3,089 $245,000
Q4 2021

Feb 04, 2022
BUY
$80.05 - $92.13 $232,705 - $267,821
2,907 New
2,907 $257,000

Others Institutions Holding FDIS

# of Institutions
235
Shares Held
10.2M
Call Options Held
4.1K
Put Options Held
500
View Full List

About FIDELITY COVINGTON TR MSCI CON

FDIS Quotes by TradingView
  • Ticker FDIS
  • Sector ETFs
  • Industry ETFs
More about FDIS
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