Integrated Wealth Concepts LLC Fidelity Covington Tr Msci Ind Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 3,735 shares of FIDU stock, worth $281,469. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,735
Previous 3,325 12.33%
Holding current value
$281,469
Previous $233,000 9.44%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$67.43 - $75.54 $27,646 - $30,971
410 Added 12.33%
3,735 $255,000
Q4 2024

Feb 14, 2025
BUY
$70.31 - $77.39 $28,194 - $31,033
401 Added 13.71%
3,325 $233,000
Q3 2024

Nov 14, 2024
BUY
$64.53 - $72.17 $188,685 - $211,025
2,924 New
2,924 $211,000

Others Institutions Holding FIDU

# of Institutions
195
Shares Held
7.68M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI IND

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

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email