Ep Wealth Advisors, LLC Fidelity Covington Tr Msci Con Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
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 26,192 shares of FDIS stock, worth $2.28 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
26,192
Previous 21,719
20.59%
Holding current value
$2.28 Million
Previous $1.79 Million
18.43%
% of portfolio
0.02%
Previous 0.02%
Shares
6 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$112 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$112 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$33.2 Million0.34% of portfolio
-
Bank Of America Corp Charlotte, NC233KShares$20.3 Million0.0% of portfolio
-
Monumental Financial Group Inc.217KShares$18.9 Million7.74% of portfolio