Geo Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	N/A	-6,434 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	N/A	6,434 New	6,434 $294,000

Others Institutions Holding FDIS

# of Institutions

195

Shares Held

6.44M

Call Options Held

2.5K

Put Options Held

200

Charles Schwab Investment Management Inc San Francisco, CA

1.26M
Shares

$103 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.23M
Shares

$101 Million
0.6% of portfolio
Ae Wealth Management LLC

206K
Shares

$16.9 Million
0.21% of portfolio
Monumental Financial Group Inc.

184K
Shares

$15.1 Million
8.39% of portfolio
Commonwealth Equity Services, LLC

179K
Shares

$14.7 Million
0.02% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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