Clear Perspectives Financial Planning, LLC Fidelity Covington Tr Msci Ind Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	BUY	$44.4 - $52.89 $95,460 - $113,713	2,150 New	2,150 $94,000

Others Institutions Holding FIDU

# of Institutions

154

Shares Held

6.16M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.43M
Shares

$97.9 Million
0.58% of portfolio
Northwestern Mutual Wealth Management CO

615K
Shares

$42 Million
0.04% of portfolio
Ae Wealth Management LLC

606K
Shares

$41.3 Million
0.51% of portfolio
Commonwealth Equity Services, LLC

257K
Shares

$17.5 Million
0.03% of portfolio
Vicus Capital State College, PA

220K
Shares

$15 Million
1.31% of portfolio

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About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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