Creative Planning Fidelity Covington Tr Msci Con Transaction History
Creative Planning
- $93.6 Billion
- Q2 2024
A detailed history of Creative Planning transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Creative Planning holds 6,139 shares of FDIS stock, worth $523,411. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,139
Previous 4,482
36.97%
Holding current value
$523,411
Previous $369,000
34.69%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding FDIS
# of Institutions
202Shares Held
6.55MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$110 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$109 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$32.4 Million0.34% of portfolio
-
Bank Of America Corp Charlotte, NC233KShares$19.9 Million0.0% of portfolio
-
Monumental Financial Group Inc.217KShares$18.5 Million7.74% of portfolio