Destiny Wealth Partners, LLC Fidelity Covington Tr Msci Fin Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$43.64 - $54.04 $8.58 Million - $10.6 Million	-196,529 Reduced 99.89%	211 $9,000
Q1 2022 Apr 21, 2022	BUY	$50.54 - $58.97 $3.93 Million - $4.59 Million	77,754 Added 65.35%	196,740 $10.7 Million
Q4 2021 Jan 20, 2022	BUY	$53.73 - $58.47 $173,440 - $188,741	3,228 Added 2.79%	118,986 $6.65 Million
Q3 2021 Oct 28, 2021	BUY	$50.02 - $55.63 $313,675 - $348,855	6,271 Added 5.73%	115,758 $6.22 Million
Q2 2021 Jul 27, 2021	BUY	$49.54 - $54.72 $518,832 - $573,082	10,473 Added 10.58%	109,487 $5.73 Million
Q1 2021 Apr 22, 2021	BUY	$41.59 - $50.21 $4.08 Million - $4.93 Million	98,177 Added 11729.63%	99,014 $4.85 Million
Q4 2020 Feb 05, 2021	BUY	$33.76 - $42.22 $28,257 - $35,338	837 New	837 $35,000

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

$158 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$139 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$33.8 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$26.8 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$22.2 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

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