Monte Financial Group, LLC Fidelity Covington Tr Msci Con Transaction History
Monte Financial Group, LLC
- $270 Million
- Q3 2025
A detailed history of Monte Financial Group, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Monte Financial Group, LLC holds 2,503 shares of FDIS stock, worth $246,570. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,503
Previous 2,518
0.6%
Holding current value
$246,570
Previous $236,000
8.9%
% of portfolio
0.1%
Previous 0.09%
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