Financial Consulate, Inc Fidelity Covington Tr Divid Et Transaction History

Financial Consulate, Inc

$379 Million
Q1 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 25, 2019	SELL	N/A	-7,731 Closed	0 $0
Q3 2018 Oct 29, 2018	BUY	N/A	895 Added 13.09%	7,731 $250,000
Q2 2018 Jul 27, 2018	BUY	N/A	6,836 New	6,836 $207,000

Others Institutions Holding FDRR

# of Institutions

104

Shares Held

3.95M

Call Options Held

0

Put Options Held

0

Ameritas Advisory Services, LLC Lincoln, NE

979K
Shares

$45.6 Million
2.07% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

393K
Shares

$18.3 Million
0.17% of portfolio
Lehman & Derafelo Financial Resources LLC

263K
Shares

$12.3 Million
3.12% of portfolio
Bank Of America Corp Charlotte, NC

236K
Shares

$11 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

223K
Shares

$10.4 Million
0.02% of portfolio

About FIDELITY COVINGTON TR DIVID ET

Ticker FDRR
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