Bnc Wealth Management, LLC Fidelity Covington Tr Transaction History

Bnc Wealth Management, LLC

$291 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$15.22 - $18.71 $456 - $561	-30 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$15.5 - $17.03 $465 - $510	30 New	30 $0

Others Institutions Holding FIDI

# of Institutions

40

Shares Held

1.92M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

418K
Shares

$9.17 Million
0.01% of portfolio
David Kennon Inc Sarasota, FL

386K
Shares

$8.46 Million
3.28% of portfolio
Kestra Advisory Services, LLC

178K
Shares

$3.91 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

104K
Shares

$2.28 Million
0.01% of portfolio
Flow Traders U.S. LLC New York, NY

99.1K
Shares

$2.17 Million
0.08% of portfolio

About FIDELITY COVINGTON TR

Ticker FIDI
Sector ETFs
Industry ETFs

More about FIDI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bnc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bnc Wealth Management, LLC with notifications on news.