High Mark Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History

High Mark Wealth Management LLC

  • $173 Million
  • Q4 2024

A detailed history of High Mark Wealth Management LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, High Mark Wealth Management LLC holds 197 shares of FDIS stock, worth $16,670. This represents 0.01% of its overall portfolio holdings.

Number of Shares
197
Previous 150 31.33%
Holding current value
$16,670
Previous $13,000 46.15%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$85.33 - $104.24 $4,010 - $4,899
47 Added 31.33%
197 $19,000
Q1 2024

Apr 26, 2024
BUY
$75.81 - $82.49 $11,371 - $12,373
150 New
150 $12,000

Others Institutions Holding FDIS

# of Institutions
244
Shares Held
10.5M
Call Options Held
3.6K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI CON

FDIS Quotes by TradingView
  • Ticker FDIS
  • Sector ETFs
  • Industry ETFs
More about FDIS
Track This Portfolio

Track High Mark Wealth Management LLC Portfolio

Follow High Mark Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on High Mark Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email