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 $454,360. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,625
Previous 4,495
2.89%
Holding current value
$454,360
Previous $355,000
23.38%
% of portfolio
0.18%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
235Shares Held
10.4MCall Options Held
4.1KPut Options Held
500-
Bank Of America Corp Charlotte, NC1.77MShares$174 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.36MShares$134 Million0.59% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$125 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$96.2 Million2.17% of portfolio
-
Ae Wealth Management LLC495KShares$48.6 Million0.45% of portfolio