Personal Cfo Solutions, LLC Fidelity Covington Tr Msci Con Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 9,986 shares of FDIS stock, worth $991,709. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,986
Previous 8,854 12.79%
Holding current value
$991,709
Previous $717,000 23.15%
% of portfolio
0.13%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$75.81 - $88.73 $85,816 - $100,442
1,132 Added 12.79%
9,986 $883,000
Q2 2024

Aug 09, 2024
SELL
$75.8 - $81.9 $14,781 - $15,970
-195 Reduced 2.15%
8,854 $717,000
Q1 2024

May 13, 2024
SELL
$75.81 - $82.49 $148,966 - $162,092
-1,965 Reduced 17.84%
9,049 $746,000
Q4 2023

Feb 13, 2024
SELL
$64.24 - $79.94 $1.07 Million - $1.33 Million
-16,598 Reduced 60.11%
11,014 $869,000
Q3 2023

Nov 13, 2023
SELL
$68.73 - $76.77 $155,948 - $174,191
-2,269 Reduced 7.59%
27,612 $1.93 Million
Q2 2023

Aug 10, 2023
BUY
$63.09 - $73.32 $1.89 Million - $2.19 Million
29,881 New
29,881 $2.19 Million

Others Institutions Holding FDIS

# of Institutions
212
Shares Held
9.72M
Call Options Held
2K
Put Options Held
500
View Full List

About FIDELITY COVINGTON TR MSCI CON

FDIS Quotes by TradingView
  • Ticker FDIS
  • Sector ETFs
  • Industry ETFs
More about FDIS
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