Amplius Wealth Advisors, LLC Fidelity Covington Tr Msci Con Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,380 shares of FDIS stock, worth $241,046. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,380
Previous 2,402
0.92%
Holding current value
$241,046
Previous $212,000
8.96%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
230Shares Held
10MCall Options Held
4.1KPut Options Held
500-
Bank Of America Corp Charlotte, NC1.77MShares$179 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.36MShares$138 Million0.59% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.3MShares$131 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC998KShares$101 Million1.9% of portfolio
-
Ae Wealth Management LLC495KShares$50.1 Million0.45% of portfolio