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

152

Shares Held

13M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

4.72M
Shares

$281 Million
0.05% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.68M
Shares

$99.7 Million
0.45% of portfolio
Northwestern Mutual Wealth Management CO

1.1M
Shares

$65.4 Million
0.05% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

674K
Shares

$40.1 Million
0.2% of portfolio
Morgan Stanley New York, NY

430K
Shares

$25.6 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI COM

Ticker FCOM
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