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 $15,402. This represents 0.0% of its overall portfolio holdings.

Number of Shares

161

Previous 161 -0.0%

Holding current value

$15,402

Previous $13,000 7.69%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$63.09 - $73.32 $1,451 - $1,686	-23 Reduced 12.5%	161 $11,000
Q4 2022 Feb 09, 2023	BUY	$55.45 - $63.81 $5,933 - $6,827	107 Added 138.96%	184 $10,000
Q1 2022 May 06, 2022	SELL	$70.33 - $90.25 $10,338 - $13,266	-147 Reduced 65.63%	77 $6,000
Q3 2021 Nov 08, 2021	SELL	$79.29 - $83.41 $12,765 - $13,429	-161 Reduced 41.82%	224 $18,000
Q1 2021 May 13, 2021	SELL	$70.65 - $77.85 $565 - $622	-8 Reduced 2.04%	385 $29,000
Q3 2020 Nov 12, 2020	SELL	$52.87 - $65.78 $3,965 - $4,933	-75 Reduced 16.03%	393 $24,000
Q2 2020 Aug 10, 2020	SELL	$35.43 - $52.77 $637 - $949	-18 Reduced 3.7%	468 $24,000
Q4 2019 Feb 14, 2020	BUY	$44.55 - $48.54 $21,651 - $23,590	486 New	486 $23,000

Others Institutions Holding FDIS

# of Institutions

211

Shares Held

9.7M

Call Options Held

Put Options Held

500

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About FIDELITY COVINGTON TR MSCI CON

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Plante Moran Financial Advisors, LLC Fidelity Covington Tr Msci Con Transaction History