Plante Moran Financial Advisors, LLC Fidelity Covington Tr Msci Con Transaction History
Plante Moran Financial Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 161 shares of FDIS stock, worth $14,844. This represents 0.0% of its overall portfolio holdings.
Number of Shares
161
Previous 161
-0.0%
Holding current value
$14,844
Previous $13,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding FDIS
# of Institutions
208Shares Held
6.88MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$119 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$118 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$35.1 Million0.34% of portfolio
-
Envestnet Asset Management Inc246KShares$22.7 Million0.01% of portfolio
-
Monumental Financial Group Inc.245KShares$22.6 Million8.07% of portfolio