Connectus Wealth, LLC Fidelity Covington Tr Msci Con Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
A detailed history of Connectus Wealth, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Connectus Wealth, LLC holds 103,626 shares of FDIS stock, worth $9.55 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
103,626
Previous 11,527
798.98%
Holding current value
$9.55 Million
Previous $909,000
840.26%
% of portfolio
0.2%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding FDIS
# of Institutions
208Shares Held
6.88MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$119 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$118 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$35.1 Million0.34% of portfolio
-
Envestnet Asset Management Inc246KShares$22.7 Million0.01% of portfolio
-
Monumental Financial Group Inc.245KShares$22.6 Million8.07% of portfolio