Csm Advisors, LLC Fidelity Covington Tr Msci Ind Transaction History

Csm Advisors, LLC

$1.53 Billion
Q3 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

171

Shares Held

6.72M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$115 Million
0.53% of portfolio
Ae Wealth Management LLC

745K
Shares

$57.5 Million
0.55% of portfolio
Northwestern Mutual Wealth Management CO

684K
Shares

$52.8 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

368K
Shares

$28.4 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$19.9 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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