Kovitz Investment Group Partners, LLC Fidelity Covington Tr Msci Con Transaction History

Kovitz Investment Group Partners, LLC

$21.5 Billion
Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 14,148 shares of FDIS stock, worth $1.43 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,148

Previous 31,190 54.64%

Holding current value

$1.43 Million

Previous $2.64 Million 49.53%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$75.33 - $94.56 $1.28 Million - $1.61 Million	-17,042 Reduced 54.64%	14,148 $1.33 Million
Q1 2025 May 13, 2025	SELL	$82.77 - $101.84 $5.75 Million - $7.07 Million	-69,436 Reduced 69.0%	31,190 $2.64 Million
Q4 2024 Aug 25, 2025	BUY	$85.33 - $104.24 $7.38 Million - $9.02 Million	86,543 Added 611.7%	100,691 $9.81 Million
Q4 2024 Feb 14, 2025	SELL	$85.33 - $104.24 $260,853 - $318,661	-3,057 Reduced 2.95%	100,626 $9.81 Million
Q3 2024 Nov 14, 2024	SELL	$75.81 - $88.73 $61,785 - $72,314	-815 Reduced 0.78%	103,683 $9.17 Million
Q2 2024 Aug 14, 2024	BUY	$75.8 - $81.9 $7.92 Million - $8.56 Million	104,498 New	104,498 $8.47 Million

Others Institutions Holding FDIS

# of Institutions

249

Shares Held

9.19M

Call Options Held

2.4K

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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Kovitz Investment Group Partners, LLC Fidelity Covington Tr Msci Con Transaction History