Bogart Wealth, LLC Fidelity Covington Tr Msci Com Transaction History

Bogart Wealth, LLC

$1.98 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 21, 2023	BUY	$31.41 - $38.24 $28,363 - $34,530	903 Added 180.24%	1,404 $51,000
Q4 2022 Feb 06, 2023	BUY	$29.89 - $33.78 $14,974 - $16,923	501 New	501 $15,000

Others Institutions Holding FCOM

# of Institutions

149

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

4.71M
Shares

$259 Million
0.05% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.85M
Shares

$102 Million
0.54% of portfolio
Northwestern Mutual Wealth Management CO

1.14M
Shares

$62.6 Million
0.06% of portfolio
Morgan Stanley New York, NY

378K
Shares

$20.8 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

372K
Shares

$20.5 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI COM

Ticker FCOM
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