Geo Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History

Geo Wealth Management, LLC

$2.2 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	$44.55 - $48.54 $286,634 - $312,306	-6,434 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$44.32 - $47.15 $285,154 - $303,363	6,434 New	6,434 $294,000

Others Institutions Holding FDIS

# of Institutions

208

Shares Held

6.88M

Call Options Held

1.8K

Put Options Held

100

Lido Advisors, LLC Los Angeles, CA

1.29M
Shares

$119 Million
0.58% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.28M
Shares

$118 Million
0.02% of portfolio
Ae Wealth Management LLC

380K
Shares

$35.1 Million
0.34% of portfolio
Envestnet Asset Management Inc

246K
Shares

$22.7 Million
0.01% of portfolio
Monumental Financial Group Inc.

245K
Shares

$22.6 Million
8.07% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
Sector ETFs
Industry ETFs

More about FDIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.