Soltis Investment Advisors LLC Fidelity Covington Tr Transaction History
Soltis Investment Advisors LLC
- $1.08 Billion
- Q1 2025
A detailed history of Soltis Investment Advisors LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 9,393 shares of FIDI stock, worth $219,608. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,393
Previous 13,971
32.77%
Holding current value
$219,608
Previous $272,000
26.1%
% of portfolio
0.02%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding FIDI
# of Institutions
46Shares Held
1.79MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC486KShares$11.4 Million0.01% of portfolio
-
David Kennon Inc Sarasota, FL383KShares$8.96 Million3.66% of portfolio
-
Kestra Advisory Services, LLC137KShares$3.21 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ104KShares$2.43 Million0.01% of portfolio
-
Beam Wealth Advisors, Inc.76.4KShares$1.79 Million0.57% of portfolio