Ehrlich Financial Group Fidelity Covington Tr Msci Con Transaction History
Ehrlich Financial Group
- $168 Billion
- Q3 2025
A detailed history of Ehrlich Financial Group transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Ehrlich Financial Group holds 2,182 shares of FDIS stock, worth $214,948. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,182
Previous 2,199
0.77%
Holding current value
$214,948
Previous $207 Million
8.51%
% of portfolio
0.13%
Previous 0.13%
Shares
5 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