Allworth Financial LP Fidelity Covington Tr Msci Ind Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	BUY	$51.08 - $61.46 $51 - $61	1 New	1 $0
Q1 2023 Apr 18, 2023	BUY	$50.27 - $54.58 $10,054 - $10,916	200 New	200 $10,000

Others Institutions Holding FIDU

# of Institutions

163

Shares Held

8.09M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.89M
Shares

$142 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$113 Million
0.55% of portfolio
Ae Wealth Management LLC

696K
Shares

$52.6 Million
0.5% of portfolio
Northwestern Mutual Wealth Management CO

624K
Shares

$47.2 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$19.5 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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