Wealth Enhancement Advisory Services, LLC Fidelity Covington Tr Msci Con Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,827 shares of FDIS stock, worth $771,037. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,827
Previous 6,827 14.65%
Holding current value
$771,037
Previous $642,000 25.39%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$93.41 - $104.11 $93,410 - $104,110
1,000 Added 14.65%
7,827 $805,000
Q2 2025

Jul 10, 2025
SELL
$75.33 - $94.56 $17,853 - $22,410
-237 Reduced 3.36%
6,827 $642,000
Q1 2025

Apr 16, 2025
SELL
$82.77 - $101.84 $371,802 - $457,465
-4,492 Reduced 38.87%
7,064 $597,000
Q4 2024

Mar 17, 2025
BUY
$85.33 - $104.24 $338,930 - $414,041
3,972 Added 52.37%
11,556 $1.13 Million
Q4 2024

Jan 10, 2025
BUY
$85.33 - $104.24 $50,942 - $62,231
597 Added 8.54%
7,584 $739,000
Q3 2024

Oct 23, 2024
SELL
$75.81 - $88.73 $2,956 - $3,460
-39 Reduced 0.56%
6,987 $617,000
Q2 2024

Jul 16, 2024
BUY
$75.8 - $81.9 $80,348 - $86,814
1,060 Added 17.77%
7,026 $569,000
Q1 2024

Apr 15, 2024
BUY
$75.81 - $82.49 $53,370 - $58,072
704 Added 13.38%
5,966 $492,000
Q4 2023

Jan 30, 2024
BUY
$64.24 - $79.94 $16,702 - $20,784
260 Added 5.2%
5,262 $415,000
Q3 2023

Nov 13, 2023
BUY
$68.73 - $76.77 $343,787 - $384,003
5,002 New
5,002 $349,000

Others Institutions Holding FDIS

# of Institutions
255
Shares Held
8.83M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI CON

FDIS Quotes by TradingView
  • Ticker FDIS
  • Sector ETFs
  • Industry ETFs
More about FDIS
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email