Modern Wealth Management, LLC Fidelity Covington Tr Msci Ind Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Modern Wealth Management, LLC holds 49,798 shares of FIDU stock, worth $3.72 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

49,798

Previous 49,798 -0.0%

Holding current value

$3.72 Million

Previous $3.41 Billion 99.9%

% of portfolio

0.11%

Previous 0.11%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$67.43 - $75.54 $2,494 - $2,794	-37 Reduced 0.07%	49,798 $3.41 Billion
Q4 2024 May 30, 2025	SELL	$70.31 - $77.39 $44,435 - $48,910	-632 Reduced 1.27%	49,166 $3.46 Million
Q4 2024 May 29, 2025	SELL	$70.31 - $77.39 $44,435 - $48,910	-632 Reduced 1.27%	49,166 $3.46 Million
Q4 2024 Feb 11, 2025	BUY	$70.31 - $77.39 $3.5 Million - $3.86 Million	49,835 New	49,835 $3.67 Billion

Others Institutions Holding FIDU

# of Institutions

195

Shares Held

7.68M

Call Options Held

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
Sector ETFs
Industry ETFs

More about FIDU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Account

Modern Wealth Management, LLC Fidelity Covington Tr Msci Ind Transaction History