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

Personal Cfo Solutions, LLC

$497 Million
Q4 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 10,462 shares of FDIS stock, worth $993,157. This represents 0.2% of its overall portfolio holdings.

Number of Shares

10,462

Previous 9,986 4.77%

Holding current value

$993,157

Previous $883,000 15.4%

% of portfolio

0.2%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$85.33 - $104.24 $40,617 - $49,618	476 Added 4.77%	10,462 $1.02 Million
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

243

Shares Held

10.5M

Call Options Held

3.6K

Put Options Held

View Full List

About FIDELITY COVINGTON TR MSCI CON

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