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

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$35.03 - $41.67 $8,477 - $10,084	-242 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$38.02 - $42.4 $950 - $1,060	-25 Reduced 9.36%	242 $10,000
Q3 2019 Nov 14, 2019	SELL	$37.42 - $40.69 $9,355 - $10,172	-250 Reduced 48.36%	267 $11,000
Q2 2019 Aug 20, 2019	BUY	$36.93 - $40.19 $7,386 - $8,038	200 Added 63.09%	517 $21,000
Q1 2019 May 10, 2019	SELL	$31.99 - $39.02 $895 - $1,092	-28 Reduced 8.12%	317 $12,000
Q4 2018 Feb 14, 2019	BUY	$30.66 - $40.67 $10,577 - $14,031	345 New	345 $11,000

Others Institutions Holding FIDU

# of Institutions

171

Shares Held

6.68M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$105 Million
0.53% of portfolio
Ae Wealth Management LLC

745K
Shares

$52.7 Million
0.55% of portfolio
Northwestern Mutual Wealth Management CO

684K
Shares

$48.4 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

368K
Shares

$26 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$18.3 Million
0.03% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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