Baystate Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Baystate Wealth Management LLC holds 53 shares of FDIS stock, worth $5,221. This represents 0.0% of its overall portfolio holdings.
Number of Shares
53
Previous 52
1.92%
Holding current value
$5,221
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
255Shares Held
8.83MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA1.48MShares$146 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.22MShares$120 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC928KShares$91.5 Million0.01% of portfolio
-
Ae Wealth Management LLC763KShares$75.1 Million0.58% of portfolio
-
Richard Bernstein Advisors LLC492KShares$48.5 Million1.46% of portfolio