Montag A & Associates Inc Fidelity Covington Tr Msci Ind Transaction History
Montag A & Associates Inc
- $1.98 Billion
- Q1 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 11,030 shares of FIDU stock, worth $716,508. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,030
Previous 7,636
44.45%
Holding current value
$716,508
Previous $467,000
59.96%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding FIDU
# of Institutions
147Shares Held
5.91MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.43MShares$93.2 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO615KShares$40 Million0.04% of portfolio
-
Ae Wealth Management LLC606KShares$39.4 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC257KShares$16.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY200KShares$13 Million0.0% of portfolio