Soltis Investment Advisors LLC Fidelity Covington Tr Msci Con Transaction History
Soltis Investment Advisors LLC
- $941 Million
- Q2 2024
A detailed history of Soltis Investment Advisors LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 7,180 shares of FDIS stock, worth $661,996. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,180
Previous 7,180
-0.0%
Holding current value
$661,996
Previous $592,000
1.86%
% of portfolio
0.06%
Previous 0.07%
Shares
17 transactions
Others Institutions Holding FDIS
# of Institutions
208Shares Held
6.88MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$119 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$118 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$35.1 Million0.34% of portfolio
-
Envestnet Asset Management Inc246KShares$22.7 Million0.01% of portfolio
-
Monumental Financial Group Inc.245KShares$22.6 Million8.07% of portfolio