Foresight Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 15, 2020	SELL	$35.43 - $52.77 $198,408 - $295,512	-5,600 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	N/A	5,600 New	5,600 $256,000

Others Institutions Holding FDIS

# of Institutions

212

Shares Held

9.72M

Call Options Held

2K

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.77M
Shares

$180 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.36M
Shares

$138 Million
0.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.3M
Shares

$132 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$101 Million
1.9% of portfolio
Ae Wealth Management LLC

495K
Shares

$50.3 Million
0.45% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
Sector ETFs
Industry ETFs

More about FDIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foresight Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foresight Wealth Management, LLC with notifications on news.