Kcs Wealth Advisory Fidelity Covington Tr Msci Con Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 15, 2020	SELL	$44.55 - $48.54 $534 - $582	-12 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$44.32 - $47.15 $531 - $565	12 New	12 $0

Others Institutions Holding FDIS

# of Institutions

212

Shares Held

9.72M

Call Options Held

2K

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.77M
Shares

$176 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.36M
Shares

$135 Million
0.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.3M
Shares

$129 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$99.1 Million
1.9% of portfolio
Ae Wealth Management LLC

495K
Shares

$49.1 Million
0.45% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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