Ehrlich Financial Group Fidelity Covington Tr Msci Con Transaction History
Ehrlich Financial Group
- $141 Billion
- Q4 2024
A detailed history of Ehrlich Financial Group transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Ehrlich Financial Group holds 4,042 shares of FDIS stock, worth $397,086. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,042
Previous 4,031
0.27%
Holding current value
$397,086
Previous $357 Million
10.5%
% of portfolio
0.28%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
235Shares Held
10.2MCall Options Held
4.1KPut Options Held
500-
Bank Of America Corp Charlotte, NC1.77MShares$174 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.36MShares$134 Million0.59% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$125 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$96.2 Million2.17% of portfolio
-
Ae Wealth Management LLC495KShares$48.6 Million0.45% of portfolio