Morton Brown Family Wealth, LLC Fidelity Covington Tr Msci Con Transaction History
Morton Brown Family Wealth, LLC
- $294 Million
- Q1 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 106 shares of FDIS stock, worth $8,976. This represents 0.0% of its overall portfolio holdings.
Number of Shares
106Holding current value
$8,976% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
248Shares Held
10.5MCall Options Held
3.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.69MShares$143 Million0.01% of portfolio
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Lido Advisors, LLC Los Angeles, CA1.38MShares$117 Million0.62% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$107 Million0.02% of portfolio
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Richard Bernstein Advisors LLC937KShares$79.3 Million1.93% of portfolio
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Ae Wealth Management LLC583KShares$49.3 Million0.55% of portfolio