Wealth Enhancement Advisory Services, LLC Fidelity Covington Tr Msci Con Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

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 7,064 shares of FDIS stock, worth $561,870. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,064

Previous 11,556 38.87%

Holding current value

$561,870

Previous $1.13 Million 46.98%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$82.77 - $101.84 $371,802 - $457,465	-4,492 Reduced 38.87%	7,064 $597,000
Q4 2024 Mar 17, 2025	BUY	$85.33 - $104.24 $338,930 - $414,041	3,972 Added 52.37%	11,556 $1.13 Million
Q4 2024 Jan 10, 2025	BUY	$85.33 - $104.24 $50,942 - $62,231	597 Added 8.54%	7,584 $739,000
Q3 2024 Oct 23, 2024	SELL	$75.81 - $88.73 $2,956 - $3,460	-39 Reduced 0.56%	6,987 $617,000
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

# of Institutions

248

Shares Held

10.7M

Call Options Held

3.6K

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
Sector ETFs
Industry ETFs

More about FDIS

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC Fidelity Covington Tr Msci Con Transaction History