Smith, Salley & Associates Fidelity Covington Tr Msci Con Transaction History
Smith, Salley & Associates
- $1.65 Billion
- Q2 2025
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 24,274 shares of FDIS stock, worth $2.34 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
24,274
Previous 24,169
0.43%
Holding current value
$2.34 Million
Previous $2.04 Million
11.8%
% of portfolio
0.14%
Previous 0.14%
Shares
31 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
9.26MCall Options Held
2.4KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.36MShares$131 Million0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.21MShares$117 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$89 Million0.01% of portfolio
-
Ae Wealth Management LLC680KShares$65.5 Million0.54% of portfolio
-
Pfg Advisors666KShares$64.1 Million2.09% of portfolio