Evergreen Wealth Solutions, LLC Fidelity Covington Tr Msci Com Transaction History

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$35.42 - $40.47 $233,772 - $267,102	6,600 New	6,600 $265,000
Q4 2022 Feb 14, 2023	BUY	$29.89 - $33.78 $218,555 - $246,999	7,312 New	7,312 $227,000

Others Institutions Holding FCOM

# of Institutions

151

Shares Held

13M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

4.72M
Shares

$269 Million
0.05% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.68M
Shares

$95.6 Million
0.45% of portfolio
Northwestern Mutual Wealth Management CO

1.1M
Shares

$62.8 Million
0.05% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

674K
Shares

$38.5 Million
0.2% of portfolio
Morgan Stanley New York, NY

430K
Shares

$24.6 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI COM

Ticker FCOM
Sector ETFs
Industry ETFs

More about FCOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.