Belmont Capital, LLC Fidelity Covington Tr Msci Ind Transaction History

Belmont Capital, LLC

$584 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$59.07 - $67.81 $118 - $135	2 Added 0.26%	786 $53,000
Q2 2023 Aug 10, 2023	BUY	$50.75 - $56.87 $39,788 - $44,586	784 New	784 $44,000

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

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