Ep Wealth Advisors, LLC Fidelity Covington Tr Msci Con Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 20,229 shares of FDIS stock, worth $2.05 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,229
Previous 21,347
5.24%
Holding current value
$2.05 Million
Previous $1.8 Million
5.43%
% of portfolio
0.01%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding FDIS
# of Institutions
246Shares Held
9.18MCall Options Held
2.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.36MShares$138 Million0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.21MShares$123 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$93.4 Million0.01% of portfolio
-
Ae Wealth Management LLC680KShares$68.8 Million0.54% of portfolio
-
Pfg Advisors666KShares$67.3 Million2.09% of portfolio