Montag A & Associates Inc Fidelity Covington Tr Msci Ind Transaction History

Montag A & Associates Inc

  • $2.08 Billion
  • Q4 2024

A detailed history of Montag A & Associates Inc transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Montag A & Associates Inc holds 11,020 shares of FIDU stock, worth $815,259. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,020
Previous 10,958 0.57%
Holding current value
$815,259
Previous $790,000 2.03%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$70.31 - $77.39 $4,359 - $4,798
62 Added 0.57%
11,020 $774,000
Q3 2024

Nov 05, 2024
SELL
$64.53 - $72.17 $4,646 - $5,196
-72 Reduced 0.65%
10,958 $790,000
Q1 2024

May 07, 2024
BUY
$59.07 - $67.81 $200,483 - $230,147
3,394 Added 44.45%
11,030 $747,000
Q4 2023

Feb 07, 2024
BUY
$51.08 - $61.46 $119,782 - $144,123
2,345 Added 44.32%
7,636 $467,000
Q3 2023

Nov 09, 2023
BUY
$53.63 - $58.9 $94,067 - $103,310
1,754 Added 49.59%
5,291 $286,000
Q4 2022

Feb 02, 2023
BUY
$44.39 - $53.15 $157,007 - $187,991
3,537 New
3,537 $179,000

Others Institutions Holding FIDU

# of Institutions
177
Shares Held
6.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI IND

FIDU Quotes by TradingView
  • Ticker FIDU
  • Sector ETFs
  • Industry ETFs
More about FIDU
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email