Summit Financial, LLC Fidelity Covington Tr Msci Ind Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

A detailed history of Summit Financial, LLC transactions in Fidelity Covington Tr Msci Ind stock. As of the latest transaction made, Summit Financial, LLC holds 6,836 shares of FIDU stock, worth $499,438. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,836

Holding current value

$499,438

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$64.53 - $72.17 $441,127 - $493,354	6,836 New	6,836 $493,000

Others Institutions Holding FIDU

# of Institutions

180

Shares Held

6.51M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$109 Million
0.53% of portfolio
Ae Wealth Management LLC

745K
Shares

$54.4 Million
0.55% of portfolio
Northwestern Mutual Wealth Management CO

684K
Shares

$50 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$18.9 Million
0.03% of portfolio
Morgan Stanley New York, NY

227K
Shares

$16.6 Million
0.0% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
Sector ETFs
Industry ETFs

More about FIDU

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Summit Financial, LLC Fidelity Covington Tr Msci Ind Transaction History