Personal Cfo Solutions, LLC Fidelity Covington Tr Msci Con Transaction History
Personal Cfo Solutions, LLC
- $497 Million
- Q4 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 10,462 shares of FDIS stock, worth $865,939. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,462
Previous 9,986
4.77%
Holding current value
$865,939
Previous $883,000
15.4%
% of portfolio
0.2%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
10.5MCall Options Held
3.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.69MShares$140 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.38MShares$115 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$105 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$81 Million2.17% of portfolio
-
Ae Wealth Management LLC583KShares$48.2 Million0.55% of portfolio