Mount Yale Investment Advisors, LLC Fidelity Covington Tr Msci Con Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 7,667 shares of FDIS stock, worth $755,276. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,667Holding current value
$755,276% of portfolio
0.06%Shares
1 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