Soltis Investment Advisors LLC Fidelity Covington Tr Transaction History
Soltis Investment Advisors LLC
- $941 Million
- Q2 2024
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 12,308 shares of FIDI stock, worth $247,144. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,308
Previous 10,569
16.45%
Holding current value
$247,144
Previous $221,000
12.67%
% of portfolio
0.03%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding FIDI
# of Institutions
35Shares Held
1.75MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC430KShares$8.63 Million0.01% of portfolio
-
David Kennon Inc Sarasota, FL381KShares$7.65 Million3.6% of portfolio
-
Kestra Advisory Services, LLC194KShares$3.9 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ103KShares$2.08 Million0.01% of portfolio
-
Beam Wealth Advisors, Inc.82.7KShares$1.66 Million0.55% of portfolio