Summit Financial, LLC Fidelity Covington Tr Msci Con Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 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 7,824 shares of FDIS stock, worth $777,001. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,824

Holding current value

$777,001

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$75.81 - $88.73 $593,137 - $694,223	7,824 New	7,824 $691,000

Others Institutions Holding FDIS

# of Institutions

212

Shares Held

9.72M

Call Options Held

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.77M
Shares

$176 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.36M
Shares

$135 Million
0.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.3M
Shares

$129 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$99.1 Million
1.9% of portfolio
Ae Wealth Management LLC

495K
Shares

$49.1 Million
0.45% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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Summit Financial, LLC Fidelity Covington Tr Msci Con Transaction History