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

Calton & Associates, Inc.

$193 Million
Q2 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

160

Shares Held

8.26M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.89M
Shares

$136 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$107 Million
0.55% of portfolio
Ae Wealth Management LLC

696K
Shares

$50.2 Million
0.5% of portfolio
Northwestern Mutual Wealth Management CO

624K
Shares

$45.1 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

302K
Shares

$21.8 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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