Congress Wealth Management LLC Fidelity Covington Tr Msci Ind Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Congress Wealth Management LLC holds 7,735 shares of FIDU stock, worth $549,107. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,735
Previous 5,773 33.99%
Holding current value
$549,107
Previous $377,000 48.01%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$64.53 - $72.17 $126,607 - $141,597
1,962 Added 33.99%
7,735 $558,000
Q2 2024

Aug 13, 2024
BUY
$64.46 - $67.77 $372,127 - $391,236
5,773 New
5,773 $377,000

Others Institutions Holding FIDU

# of Institutions
171
Shares Held
6.72M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI IND

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