Court Place Advisors, LLC Fidelity Covington Tr Msci Con Transaction History

Court Place Advisors, LLC

$307 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$70.33 - $90.25 $194,462 - $249,541	-2,765 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$70.65 - $77.85 $195,347 - $215,255	2,765 New	2,765 $211,000

Others Institutions Holding FDIS

# of Institutions

235

Shares Held

10.4M

Call Options Held

4.1K

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.77M
Shares

$174 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.36M
Shares

$134 Million
0.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.27M
Shares

$125 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

979K
Shares

$96.2 Million
2.17% of portfolio
Ae Wealth Management LLC

495K
Shares

$48.6 Million
0.45% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
Sector ETFs
Industry ETFs

More about FDIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Court Place Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Court Place Advisors, LLC with notifications on news.