Creative One Wealth, LLC Fidelity Covington Tr Msci Fin Transaction History

Creative One Wealth, LLC

$2.76 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$43.64 - $54.04 $530,793 - $657,288	-12,163 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$50.54 - $58.97 $614,718 - $717,252	12,163 New	12,163 $659,000

Others Institutions Holding FNCL

# of Institutions

213

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$156 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$138 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$33.3 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$26.4 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$21.9 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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