Robertson Stephens Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,458 shares of FDIS stock, worth $509,449. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,458
Previous 7,181 23.99%
Holding current value
$509,449
Previous $581,000 17.04%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$75.81 - $88.73 $130,620 - $152,881
-1,723 Reduced 23.99%
5,458 $482,000
Q2 2024

Aug 13, 2024
BUY
$75.8 - $81.9 $227 - $245
3 Added 0.04%
7,181 $581,000
Q1 2024

May 15, 2024
BUY
$75.81 - $82.49 $544,164 - $592,113
7,178 New
7,178 $592,000

Others Institutions Holding FDIS

# of Institutions
211
Shares Held
9.7M
Call Options Held
2K
Put Options Held
500
View Full List

About FIDELITY COVINGTON TR MSCI CON

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