Global Wealth Management Investment Advisory, Inc. Fidelity Covington Tr Msci Con Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$52.87 - $65.78 $2,220 - $2,762	-42 Closed	0 $0
Q1 2019 May 10, 2019	SELL	N/A	-8 Reduced 16.0%	42 $2,000
Q4 2018 Feb 14, 2019	BUY	N/A	50 New	50 $2,000

Others Institutions Holding FDIS

# of Institutions

210

Shares Held

7.79M

Call Options Held

1.8K

Put Options Held

100

Lido Advisors, LLC Los Angeles, CA

1.29M
Shares

$122 Million
0.58% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.28M
Shares

$121 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$94.3 Million
1.9% of portfolio
Ae Wealth Management LLC

380K
Shares

$35.9 Million
0.34% of portfolio
Envestnet Asset Management Inc

246K
Shares

$23.3 Million
0.01% of portfolio

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About FIDELITY COVINGTON TR MSCI CON

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