Sfi Advisors, LLC Fidelity Covington Tr Msci Con Transaction History
Sfi Advisors, LLC
- $130 Million
- Q2 2024
A detailed history of Sfi Advisors, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Sfi Advisors, LLC holds 54,477 shares of FDIS stock, worth $4.64 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
54,477
Previous 55,356
1.59%
Holding current value
$4.64 Million
Previous $4.57 Million
3.33%
% of portfolio
3.4%
Previous 3.58%
Shares
7 transactions
Others Institutions Holding FDIS
# of Institutions
202Shares Held
6.55MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$110 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$109 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$32.4 Million0.34% of portfolio
-
Bank Of America Corp Charlotte, NC233KShares$19.9 Million0.0% of portfolio
-
Monumental Financial Group Inc.217KShares$18.5 Million7.74% of portfolio