Congress Wealth Management LLC Fidelity Covington Tr Msci Ind Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

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 10,133 shares of FIDU stock, worth $828,778. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,133
Previous 10,219 0.84%
Holding current value
$828,778
Previous $699,000 12.3%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$60.99 - $77.53 $5,245 - $6,667
-86 Reduced 0.84%
10,133 $785,000
Q1 2025

May 14, 2025
BUY
$67.43 - $75.54 $10,047 - $11,255
149 Added 1.48%
10,219 $699,000
Q4 2024

Feb 11, 2025
BUY
$70.31 - $77.39 $164,173 - $180,705
2,335 Added 30.19%
10,070 $708,000
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
211
Shares Held
7.88M
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email