Capital A Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 66 shares of FDIS stock, worth $6,501. This represents 0.06% of its overall portfolio holdings.
Number of Shares
66
Previous 63
4.76%
Holding current value
$6,501
Previous $5.32 Million
2.14%
% of portfolio
0.06%
Previous 0.01%
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