Whalerock Point Partners, LLC Fidelity Covington Tr Msci Con Transaction History
Whalerock Point Partners, LLC
- $372 Million
- Q2 2024
A detailed history of Whalerock Point Partners, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Whalerock Point Partners, LLC holds 3,675 shares of FDIS stock, worth $320,496. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,675
Previous 3,674
0.03%
Holding current value
$320,496
Previous $303,000
1.98%
% of portfolio
0.08%
Previous 0.09%
Shares
27 transactions
Others Institutions Holding FDIS
# of Institutions
202Shares Held
6.55MCall Options Held
1.8KPut Options Held
100-
Lido Advisors, LLC Los Angeles, CA1.29MShares$112 Million0.58% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.28MShares$112 Million0.02% of portfolio
-
Ae Wealth Management LLC380KShares$33.2 Million0.34% of portfolio
-
Bank Of America Corp Charlotte, NC233KShares$20.3 Million0.0% of portfolio
-
Monumental Financial Group Inc.217KShares$18.9 Million7.74% of portfolio