Summit Financial, LLC Fidelity Covington Tr Msci Con Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
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 10,039 shares of FDIS stock, worth $988,941. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,039
Previous 8,277
21.29%
Holding current value
$988,941
Previous $778,000
32.65%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding FDIS
# of Institutions
255Shares Held
8.83MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.48MShares$146 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.22MShares$120 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC928KShares$91.5 Million0.01% of portfolio
-
Ae Wealth Management LLC763KShares$75.1 Million0.58% of portfolio
-
Richard Bernstein Advisors LLC492KShares$48.5 Million1.46% of portfolio