Epg Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History
Epg Wealth Management LLC
- $333 Billion
- Q2 2025
A detailed history of Epg Wealth Management LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Epg Wealth Management LLC holds 44 shares of FDIS stock, worth $4,450. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44
Previous 44
-0.0%
Holding current value
$4,450
Previous $3.73 Million
11.56%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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