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	$43.68 - $52.89 $93,912 - $113,713	2,150 New	2,150 $94,000

Others Institutions Holding FIDU

# of Institutions

171

Shares Held

6.72M

Call Options Held

Put Options Held

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

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About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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