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

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$43.27 - $47.21 $4,327 - $4,721	100 New	100 $4,000
Q4 2021 Feb 15, 2022	SELL	$53.73 - $58.47 $29,014 - $31,573	-540 Reduced 84.38%	100 $6,000
Q3 2021 Nov 16, 2021	BUY	$50.02 - $55.63 $32,012 - $35,603	640 New	640 $34,000

Others Institutions Holding FNCL

# of Institutions

214

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$161 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$142 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$34.4 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$27.3 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$22.6 Million
0.28% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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