Kdk Private Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History
Kdk Private Wealth Management, LLC
- $98.7 Billion
- Q3 2025
A detailed history of Kdk Private Wealth Management, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Kdk Private Wealth Management, LLC holds 16,256 shares of FDIS stock, worth $1.6 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
16,256
Previous 16,333
0.47%
Holding current value
$1.6 Million
Previous $1.54 Billion
8.84%
% of portfolio
1.69%
Previous 1.64%
Shares
4 transactions
Others Institutions Holding FDIS
# of Institutions
255Shares Held
8.83MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.48MShares$146 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.22MShares$120 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC928KShares$91.5 Million0.01% of portfolio
-
Ae Wealth Management LLC763KShares$75.1 Million0.58% of portfolio
-
Richard Bernstein Advisors LLC492KShares$48.5 Million1.46% of portfolio