Concord Wealth Partners Fidelity Covington Tr Msci Ind Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Apr 30, 2024	BUY	$53.63 - $58.9 $24,187 - $26,563	451 New	451 $24,000
Q4 2022 Jan 27, 2023	BUY	$44.39 - $53.15 $20,019 - $23,970	451 New	451 $22,000

Others Institutions Holding FIDU

# of Institutions

170

Shares Held

6.57M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$114 Million
0.53% of portfolio
Ae Wealth Management LLC

745K
Shares

$57 Million
0.55% of portfolio
Northwestern Mutual Wealth Management CO

684K
Shares

$52.4 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

368K
Shares

$28.2 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$19.8 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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