Ehrlich Financial Group Fidelity Covington Tr Msci Con Transaction History

Ehrlich Financial Group

$140 Billion
Q3 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 4,031 shares of FDIS stock, worth $376,253. This represents 0.25% of its overall portfolio holdings.

Number of Shares

4,031

Holding current value

$376,253

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	BUY	$75.81 - $88.73 $305,590 - $357,670	4,031 New	4,031 $357 Million

Others Institutions Holding FDIS

# of Institutions

211

Shares Held

9.7M

Call Options Held

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.77M
Shares

$165 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.36M
Shares

$127 Million
0.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.3M
Shares

$121 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$93.2 Million
1.9% of portfolio
Ae Wealth Management LLC

495K
Shares

$46.2 Million
0.45% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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Ehrlich Financial Group Fidelity Covington Tr Msci Con Transaction History