Soa Wealth Advisors, Llc. Fidelity Covington Tr Msci Con Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$57.67 - $80.77 $9,111 - $12,761	-158 Closed	0 $0
Q4 2020 Mar 10, 2021	BUY	$60.32 - $71.61 $9,530 - $11,314	158 New	158 $12,000

Others Institutions Holding FDIS

# of Institutions

248

Shares Held

10.5M

Call Options Held

3.6K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.69M
Shares

$143 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.38M
Shares

$117 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.27M
Shares

$107 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

937K
Shares

$79.3 Million
1.93% of portfolio
Ae Wealth Management LLC

583K
Shares

$49.3 Million
0.55% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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