Guerra Advisors Inc Fidelity Covington Tr Msci Con Transaction History
Guerra Advisors Inc
- $212 Billion
- Q2 2025
A detailed history of Guerra Advisors Inc transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Guerra Advisors Inc holds 40,462 shares of FDIS stock, worth $3.9 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
40,462
Previous 30,498
32.67%
Holding current value
$3.9 Million
Previous $2.58 Billion
47.68%
% of portfolio
1.8%
Previous 1.44%
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
245Shares Held
9.31MCall Options Held
2.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.36MShares$131 Million0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.21MShares$117 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$89 Million0.01% of portfolio
-
Ae Wealth Management LLC680KShares$65.5 Million0.54% of portfolio
-
Pfg Advisors666KShares$64.1 Million2.09% of portfolio