Montag A & Associates Inc Fidelity Covington Tr Divid Et Transaction History

Montag A & Associates Inc

$2.09 Billion
Q3 2024

A detailed history of Montag A & Associates Inc transactions in Fidelity Covington Tr Divid Et stock. As of the latest transaction made, Montag A & Associates Inc holds 1,840 shares of FDRR stock, worth $95,698. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,840

Holding current value

$95,698

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$46.51 - $51.5 $85,578 - $94,760	1,840 New	1,840 $94,000

Others Institutions Holding FDRR

# of Institutions

Shares Held

3.78M

Call Options Held

Put Options Held

Ameritas Advisory Services, LLC Lincoln, NE

832K
Shares

$43.3 Million
1.91% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

416K
Shares

$21.6 Million
0.19% of portfolio
Lehman & Derafelo Financial Resources LLC

263K
Shares

$13.7 Million
3.12% of portfolio
Bank Of America Corp Charlotte, NC

250K
Shares

$13 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

219K
Shares

$11.4 Million
0.02% of portfolio

View Full List

About FIDELITY COVINGTON TR DIVID ET

Ticker FDRR
Sector ETFs
Industry ETFs

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Montag A & Associates Inc Fidelity Covington Tr Divid Et Transaction History