Loveless Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History
Loveless Wealth Management LLC
- $153 Million
- Q2 2022
A detailed history of Loveless Wealth Management LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Loveless Wealth Management LLC holds 4,625 shares of FDIS stock, worth $466,246. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,625
Previous 4,495
2.89%
Holding current value
$466,246
Previous $355,000
23.38%
% of portfolio
0.18%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
9.29MCall Options Held
2.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.36MShares$137 Million0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.21MShares$122 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$93.1 Million0.01% of portfolio
-
Ae Wealth Management LLC680KShares$68.5 Million0.54% of portfolio
-
Pfg Advisors666KShares$67.1 Million2.09% of portfolio