Glass Jacobson Investment Advisors LLC Fidelity Covington Tr Msci Con Transaction History

Glass Jacobson Investment Advisors LLC

$305 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	BUY	$55.45 - $63.81 $320,057 - $368,311	5,772 New	5,772 $327 Million

Others Institutions Holding FDIS

# of Institutions

248

Shares Held

10.1M

Call Options Held

3K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.58M
Shares

$155 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$146 Million
0.53% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.25M
Shares

$122 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

937K
Shares

$91.5 Million
1.93% of portfolio
Ae Wealth Management LLC

651K
Shares

$63.5 Million
0.53% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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