Smith, Salley & Associates Fidelity Covington Tr Msci Con Transaction History
Smith, Salley & Associates
- $1.5 Billion
- Q4 2024
A detailed history of Smith, Salley & Associates transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Smith, Salley & Associates holds 23,781 shares of FDIS stock, worth $1.97 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
23,781
Previous 25,082
5.19%
Holding current value
$1.97 Million
Previous $2.22 Million
4.46%
% of portfolio
0.15%
Previous 0.15%
Shares
29 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
10.5MCall Options Held
3.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.69MShares$140 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.38MShares$115 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$105 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$81 Million2.17% of portfolio
-
Ae Wealth Management LLC583KShares$48.2 Million0.55% of portfolio