Mv Capital Management, Inc. Fidelity Covington Tr Msci Con Transaction History

Mv Capital Management, Inc.

$920 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$79.29 - $83.41 $9,911 - $10,426	-125 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$75.58 - $81.4 $9,447 - $10,175	125 New	125 $10,000

Others Institutions Holding FDIS

# of Institutions

210

Shares Held

7.79M

Call Options Held

1.8K

Put Options Held

100

Lido Advisors, LLC Los Angeles, CA

1.29M
Shares

$122 Million
0.58% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.28M
Shares

$121 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$94.3 Million
1.9% of portfolio
Ae Wealth Management LLC

380K
Shares

$35.9 Million
0.34% of portfolio
Envestnet Asset Management Inc

246K
Shares

$23.3 Million
0.01% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
Sector ETFs
Industry ETFs

More about FDIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mv Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mv Capital Management, Inc. with notifications on news.