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 $403,346. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,625
Previous 4,495
2.89%
Holding current value
$403,346
Previous $355,000
23.38%
% of portfolio
0.18%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
202Shares Held
6.55MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$112 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$112 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$33.2 Million0.34% of portfolio
-
Bank Of America Corp Charlotte, NC233KShares$20.3 Million0.0% of portfolio
-
Monumental Financial Group Inc.217KShares$18.9 Million7.74% of portfolio