Calton & Associates, Inc. Fidelity Covington Tr Msci Ind Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$37.1 - $41.16 $61,771 - $68,531	-1,665 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$35.96 - $38.83 $59,873 - $64,651	1,665	1,665 $66,000

Others Institutions Holding FIDU

# of Institutions

171

Shares Held

6.72M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$105 Million
0.53% of portfolio
Ae Wealth Management LLC

745K
Shares

$52.9 Million
0.55% of portfolio
Northwestern Mutual Wealth Management CO

684K
Shares

$48.6 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

368K
Shares

$26.1 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$18.3 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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