Personal Cfo Solutions, LLC Fidelity Covington Tr Msci Con Transaction History
Personal Cfo Solutions, LLC
- $636 Million
- Q2 2024
A detailed history of Personal Cfo Solutions, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 8,854 shares of FDIS stock, worth $778,443. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,854
Previous 9,049
2.15%
Holding current value
$778,443
Previous $746,000
3.89%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding FDIS
# of Institutions
206Shares Held
6.58MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$113 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$113 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$33.4 Million0.34% of portfolio
-
Monumental Financial Group Inc.245KShares$21.6 Million8.07% of portfolio
-
Bank Of America Corp Charlotte, NC233KShares$20.5 Million0.0% of portfolio