Montag A & Associates Inc Fidelity Covington Tr Divid Et Transaction History
Montag A & Associates Inc
- $1.97 Billion
- Q1 2025
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 $95,974. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,840
Previous 1,840
-0.0%
Holding current value
$95,974
Previous $94,000
3.19%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FDRR
# of Institutions
101Shares Held
3.92MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE979KShares$51.1 Million2.07% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA377KShares$19.7 Million0.16% of portfolio
-
Lehman & Derafelo Financial Resources LLC263KShares$13.7 Million3.12% of portfolio
-
Bank Of America Corp Charlotte, NC223KShares$11.6 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC219KShares$11.4 Million0.02% of portfolio