Summit Financial, LLC Fidelity Covington Tr Msci Con Transaction History
Summit Financial, LLC
- $2.83 Billion
- Q4 2024
A detailed history of Summit Financial, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Summit Financial, LLC holds 7,841 shares of FDIS stock, worth $762,929. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,841
Previous 7,824
0.22%
Holding current value
$762,929
Previous $691,000
10.56%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FDIS
# of Institutions
238Shares Held
10.5MCall Options Held
4.1KPut Options Held
500-
Bank Of America Corp Charlotte, NC1.77MShares$172 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.36MShares$132 Million0.59% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$123 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$95.2 Million2.17% of portfolio
-
Ae Wealth Management LLC583KShares$56.7 Million0.55% of portfolio