Court Place Advisors, LLC Fidelity Covington Tr Msci Con Transaction History

Court Place Advisors, LLC

$299 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$70.33 - $90.25 $194,462 - $249,541	-2,765 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$70.65 - $77.85 $195,347 - $215,255	2,765 New	2,765 $211,000

Others Institutions Holding FDIS

# of Institutions

246

Shares Held

10.1M

Call Options Held

3K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.58M
Shares

$146 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$138 Million
0.53% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.25M
Shares

$115 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

937K
Shares

$86.6 Million
1.93% of portfolio
Ae Wealth Management LLC

651K
Shares

$60.2 Million
0.53% of portfolio

About FIDELITY COVINGTON TR MSCI CON

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