Baldwin Brothers LLC Fidelity Covington Tr Msci Con Transaction History

Baldwin Brothers LLC

$1.27 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$57.67 - $80.77 $3,748 - $5,250	-65 Closed	0 $0
Q1 2021 Apr 08, 2021	BUY	$70.65 - $77.85 $4,592 - $5,060	65 New	65 $5,000

Others Institutions Holding FDIS

# of Institutions

202

Shares Held

6.55M

Call Options Held

1.8K

Put Options Held

100

Lido Advisors, LLC Los Angeles, CA

1.29M
Shares

$114 Million
0.58% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.28M
Shares

$114 Million
0.02% of portfolio
Ae Wealth Management LLC

380K
Shares

$33.7 Million
0.34% of portfolio
Bank Of America Corp Charlotte, NC

233K
Shares

$20.7 Million
0.0% of portfolio
Monumental Financial Group Inc.

217K
Shares

$19.2 Million
7.74% of portfolio

About FIDELITY COVINGTON TR MSCI CON

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