Kellett Schaffner Wealth Advisors LLC Fidelity Covington Tr Msci Con Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $107 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 08, 2022
SELL
$57.67 - $80.77 $161,476 - $226,156
-2,800 Closed
0 $0
Q1 2022

Apr 25, 2022
SELL
$70.33 - $90.25 $35,165 - $45,125
-500 Reduced 15.15%
2,800 $221,000
Q4 2021

Feb 10, 2022
BUY
$80.05 - $92.13 $264,165 - $304,029
3,300 New
3,300 $291,000

Others Institutions Holding FDIS

# of Institutions
208
Shares Held
6.88M
Call Options Held
1.8K
Put Options Held
100
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 Kellett Schaffner Wealth Advisors LLC Portfolio

Follow Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kellett Schaffner Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email