Congress Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
211
Shares Held
9.7M
Call Options Held
2K
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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