Bartlett & Co. Wealth Management LLC Fidelity Covington Tr Msci Com Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$38.03 - $44.8 $1,293 - $1,523	-34 Closed	0 $0
Q2 2023 Feb 14, 2024	BUY	$35.42 - $40.47 $1,204 - $1,375	34 New	34 $1.37 Million

Others Institutions Holding FCOM

# of Institutions

151

Shares Held

13M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

4.72M
Shares

$269 Million
0.05% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.68M
Shares

$95.6 Million
0.45% of portfolio
Northwestern Mutual Wealth Management CO

1.1M
Shares

$62.8 Million
0.05% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

674K
Shares

$38.5 Million
0.2% of portfolio
Morgan Stanley New York, NY

430K
Shares

$24.6 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI COM

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