Epg Wealth Management LLC Fidelity Covington Tr Msci Con Transaction History
Epg Wealth Management LLC
- $363 Billion
- Q3 2025
A detailed history of Epg Wealth Management LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Epg Wealth Management LLC holds 44 shares of FDIS stock, worth $4,334. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44
Previous 44
-0.0%
Holding current value
$4,334
Previous $4.16 Million
9.52%
% of portfolio
0.0%
Previous 0.0%
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