Ae Wealth Management LLC Fidelity Covington Tr Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$19.3 - $21.68 $7,584 - $8,520	393 New	393 $7,000

Others Institutions Holding FIDI

# of Institutions

45

Shares Held

1.92M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

537K
Shares

$13.2 Million
0.02% of portfolio
David Kennon Inc Sarasota, FL

376K
Shares

$9.27 Million
3.64% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

109K
Shares

$2.68 Million
0.0% of portfolio
Kestra Advisory Services, LLC

86.2K
Shares

$2.13 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

66.6K
Shares

$1.64 Million
0.0% of portfolio

About FIDELITY COVINGTON TR

Ticker FIDI
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