Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Ind Transaction History

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 7,629 shares of FIDU stock, worth $615,965. This represents 0.42% of its overall portfolio holdings.

Number of Shares
7,629
Previous 7,479 2.01%
Holding current value
$615,965
Previous $579,000 7.94%
% of portfolio
0.42%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$77.92 - $81.94 $11,688 - $12,291
150 Added 2.01%
7,629 $625,000
Q2 2025

Jul 29, 2025
SELL
$60.99 - $77.53 $93,009 - $118,233
-1,525 Reduced 16.94%
7,479 $579,000
Q1 2025

Apr 24, 2025
SELL
$67.43 - $75.54 $1.22 Million - $1.37 Million
-18,121 Reduced 66.81%
9,004 $616,000
Q4 2024

Feb 13, 2025
BUY
$70.31 - $77.39 $1.91 Million - $2.1 Million
27,125 New
27,125 $1.91 Million

Others Institutions Holding FIDU

# of Institutions
222
Shares Held
8.2M
Call Options Held
2.5K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI IND

FIDU Quotes by TradingView
  • Ticker FIDU
  • Sector ETFs
  • Industry ETFs
More about FIDU
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