Csm Advisors, LLC Fidelity Covington Tr Msci Com Transaction History

Csm Advisors, LLC

$1.42 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$29.89 - $33.78 $122,549 - $138,498	-4,100 Reduced 18.72%	17,800 $553,000
Q2 2021 Aug 16, 2021	BUY	$50.05 - $54.92 $1.1 Million - $1.2 Million	21,900 New	21,900 $1.19 Million

Others Institutions Holding FCOM

# of Institutions

149

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

4.71M
Shares

$259 Million
0.05% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.85M
Shares

$102 Million
0.54% of portfolio
Northwestern Mutual Wealth Management CO

1.14M
Shares

$62.6 Million
0.06% of portfolio
Morgan Stanley New York, NY

378K
Shares

$20.8 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

372K
Shares

$20.5 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI COM

Ticker FCOM
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