Csm Advisors, LLC Fidelity Covington Tr Msci Ind 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	$44.39 - $53.15 $177,560 - $212,600	-4,000 Reduced 19.14%	16,900 $857,000
Q2 2021 Aug 16, 2021	BUY	$52.43 - $55.65 $1.1 Million - $1.16 Million	20,900 New	20,900 $1.13 Million

Others Institutions Holding FIDU

# of Institutions

161

Shares Held

8.27M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.89M
Shares

$133 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$105 Million
0.55% of portfolio
Ae Wealth Management LLC

696K
Shares

$49 Million
0.5% of portfolio
Northwestern Mutual Wealth Management CO

624K
Shares

$43.9 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

302K
Shares

$21.2 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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