Ehrlich Financial Group Fidelity Covington Tr Msci Con Transaction History
Ehrlich Financial Group
- $137 Billion
- Q1 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 4,006 shares of FDIS stock, worth $318,637. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,006
Previous 4,042
0.89%
Holding current value
$318,637
Previous $394 Million
14.06%
% of portfolio
0.25%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
248Shares Held
10.7MCall Options Held
3.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.69MShares$134 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.38MShares$110 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$101 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$77.8 Million2.17% of portfolio
-
Ae Wealth Management LLC583KShares$46.3 Million0.55% of portfolio