Schmidt P J Investment Management Inc Fidelity Covington Tr Msci Con Transaction History
Schmidt P J Investment Management Inc
- $530 Million
- Q1 2024
A detailed history of Schmidt P J Investment Management Inc transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 7,729 shares of FDIS stock, worth $642,820. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,729
Previous 6,306
22.57%
Holding current value
$642,820
Previous $497,000
28.17%
% of portfolio
0.12%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
196Shares Held
6.42MCall Options Held
2.5KPut Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA1.26MShares$104 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.23MShares$102 Million0.6% of portfolio
-
Ae Wealth Management LLC206KShares$17.1 Million0.21% of portfolio
-
Monumental Financial Group Inc.184KShares$15.3 Million8.39% of portfolio
-
Commonwealth Equity Services, LLC179KShares$14.9 Million0.02% of portfolio