A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,026 shares of FDIS stock, worth $599,036. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,026
Previous 5,966 17.77%
Holding current value
$599,036
Previous $492,000 15.65%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$75.8 - $81.9 $80,348 - $86,814
1,060 Added 17.77%
7,026 $569,000
Q1 2024

Apr 15, 2024

BUY
$75.81 - $82.49 $53,370 - $58,072
704 Added 13.38%
5,966 $492,000
Q4 2023

Jan 30, 2024

BUY
$64.24 - $79.94 $16,702 - $20,784
260 Added 5.2%
5,262 $415,000
Q3 2023

Nov 13, 2023

BUY
$68.73 - $76.77 $343,787 - $384,003
5,002 New
5,002 $349,000

Others Institutions Holding FDIS

About FIDELITY COVINGTON TR MSCI CON


  • Ticker FDIS
  • Sector ETFs
  • Industry ETFs
More about FDIS
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.