Iht Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History
Iht Wealth Management, LLC
- $3.68 Billion
- Q3 2025
A detailed history of Iht Wealth Management, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,691 shares of FDIS stock, worth $462,110. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,691
Previous 4,564
2.78%
Holding current value
$462,110
Previous $429,000
12.35%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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