Summit Financial, LLC Fidelity Covington Tr Msci Con Transaction History
Summit Financial, LLC
- $2.83 Billion
- Q4 2024
A detailed history of Summit Financial, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Summit Financial, LLC holds 7,841 shares of FDIS stock, worth $648,999. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,841
Previous 7,824
0.22%
Holding current value
$648,999
Previous $691,000
10.56%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
10.5MCall Options Held
3.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.69MShares$140 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.38MShares$115 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$105 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$81 Million2.17% of portfolio
-
Ae Wealth Management LLC583KShares$48.2 Million0.55% of portfolio