Bergan Kdv Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$43.64 - $54.04 $1,701 - $2,107	-39 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$50.54 - $58.97 $1,971 - $2,299	39 New	39 $2,000

Others Institutions Holding FNCL

# of Institutions

213

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$161 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$142 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$34.3 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$27.2 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$22.5 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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