Systm Wealth Solutions LLC Fidelity Covington Tr Msci Con Transaction History

Systm Wealth Solutions LLC

$3.29 Billion
Q3 2024

A detailed history of Systm Wealth Solutions LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Systm Wealth Solutions LLC holds 31 shares of FDIS stock, worth $2,893. This represents 0.08% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,893

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$75.81 - $88.73 $2,350 - $2,750	31 New	31 $2.75 Million

Others Institutions Holding FDIS

# of Institutions

211

Shares Held

9.7M

Call Options Held

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.77M
Shares

$165 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.36M
Shares

$127 Million
0.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.3M
Shares

$121 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$93.2 Million
1.9% of portfolio
Ae Wealth Management LLC

495K
Shares

$46.2 Million
0.45% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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Systm Wealth Solutions LLC Fidelity Covington Tr Msci Con Transaction History