Back to Dynasty Wealth Management, LLC Dynasty Wealth Management, LLC

FIDIFIDI
2 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in FIDELITY COVINGTON TRUST

Dynasty Wealth Management, LLC holds 21,646 shares of FIDI (FIDELITY COVINGTON TRUST), worth $592,451 as of 2026-Q2. The position was increased (+108.3% shares). FIDI represents 0.0% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$592,451

Current Shares

21,646

Total Value Change

+$305,525

Total Shares Change

+11,252

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21,646
+108.3%
$592,4510.0%$27.10
39
2026-Q1
New
10,394
-
$286,9260.0%$26.92
32

Other major holders of FIDI: COMMONWEALTH EQUITY SERVICES, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used