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 $1.21 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,161Holding current value
$1.21 Million% of portfolio
0.02%Shares
6 transactions
Others Institutions Holding FDIS
# of Institutions
246Shares Held
10.5MCall Options Held
4.1KPut Options Held
500-
Bank Of America Corp Charlotte, NC1.69MShares$168 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.38MShares$137 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$126 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$97 Million2.17% of portfolio
-
Ae Wealth Management LLC583KShares$57.7 Million0.55% of portfolio