Morton Brown Family Wealth, LLC Fidelity Covington Tr Msci Con Transaction History
Morton Brown Family Wealth, LLC
- $348 Million
- Q3 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 106 shares of FDIS stock, worth $10,442. This represents 0.0% of its overall portfolio holdings.
Number of Shares
106
Previous 106
-0.0%
Holding current value
$10,442
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
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