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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$75.8 - $81.9 $14,781 - $15,970
-195 Reduced 2.15%
8,854 $717,000
Q1 2024

May 13, 2024

SELL
$75.81 - $82.49 $148,966 - $162,092
-1,965 Reduced 17.84%
9,049 $746,000
Q4 2023

Feb 13, 2024

SELL
$64.24 - $79.94 $1.07 Million - $1.33 Million
-16,598 Reduced 60.11%
11,014 $869,000
Q3 2023

Nov 13, 2023

SELL
$68.73 - $76.77 $155,948 - $174,191
-2,269 Reduced 7.59%
27,612 $1.93 Million
Q2 2023

Aug 10, 2023

BUY
$63.09 - $73.32 $1.89 Million - $2.19 Million
29,881 New
29,881 $2.19 Million

Others Institutions Holding FDIS

About FIDELITY COVINGTON TR MSCI CON


  • Ticker FDIS
  • Sector ETFs
  • Industry ETFs
More about FDIS
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.