Bank Of Montreal Fidelity Covington Tr Transaction History

Bank Of Montreal

$201 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$24.2 - $26.83 $1.22 Million - $1.35 Million	50,330 New	50,330 $1.34 Million
Q4 2023 Feb 08, 2024	BUY	$21.61 - $24.43 $270,513 - $305,814	12,518 New	12,518 $305,000

Others Institutions Holding FIVA

# of Institutions

51

Shares Held

2.79M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

1.48M
Shares

$46.1 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

235K
Shares

$7.31 Million
0.0% of portfolio
Summit Wealth Group LLC / CO Colorado Springs, CO

232K
Shares

$7.22 Million
1.71% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

113K
Shares

$3.52 Million
0.01% of portfolio
Kestra Advisory Services, LLC

108K
Shares

$3.35 Million
0.02% of portfolio

About FIDELITY COVINGTON TR

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