Congress Wealth Management LLC Fidelity Covington Tr Msci Mat Call Options Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FMAT

# of Institutions

120

Shares Held

3.7M

Call Options Held

3.1K

Put Options Held

0

Ae Wealth Management LLC

565K
Shares

$30 Million
0.31% of portfolio
Envestnet Asset Management Inc

550K
Shares

$29.2 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

503K
Shares

$26.7 Million
0.13% of portfolio
Cetera Investment Advisers Schaumburg, IL

224K
Shares

$11.9 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

160K
Shares

$8.49 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI MAT

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