Creative Planning Fidelity Covington Tr Divid Et Transaction History

Creative Planning

$90.1 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	N/A	-5,508 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	N/A	5,508 New	5,508 $221,000

Others Institutions Holding FDRR

# of Institutions

92

Shares Held

4.07M

Call Options Held

0

Put Options Held

0

Ameritas Advisory Services, LLC Lincoln, NE

726K
Shares

$35.5 Million
1.4% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

400K
Shares

$19.6 Million
0.22% of portfolio
Commonwealth Equity Services, LLC

367K
Shares

$17.9 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

271K
Shares

$13.2 Million
0.0% of portfolio
Lehman & Derafelo Financial Resources LLC

263K
Shares

$12.9 Million
3.12% of portfolio

About FIDELITY COVINGTON TR DIVID ET

Ticker FDRR
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