Portfolio Strategies, Inc. Fidelity Covington Tr Msci Con Transaction History

Portfolio Strategies, Inc.

$738 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 04, 2019	SELL	N/A	-325 Closed	0 $0
Q4 2017 Sep 25, 2018	BUY	N/A	325	325 $13,000

Others Institutions Holding FDIS

# of Institutions

212

Shares Held

9.72M

Call Options Held

2K

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.77M
Shares

$175 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.36M
Shares

$135 Million
0.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.3M
Shares

$128 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$98.8 Million
1.9% of portfolio
Ae Wealth Management LLC

495K
Shares

$49 Million
0.45% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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