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

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$44.18 - $46.87 $8,615 - $9,139	195 New	195 $8,000
Q4 2021 Feb 15, 2022	SELL	$41.84 - $46.67 $27,698 - $30,895	-662 Reduced 77.25%	195 $9,000
Q3 2021 Nov 16, 2021	BUY	$41.85 - $44.21 $35,865 - $37,887	857 New	857 $36,000
Q3 2020 Nov 16, 2020	SELL	$34.88 - $39.84 $2,616 - $2,988	-75 Closed	0 $0
Q1 2019 May 10, 2019	BUY	N/A	25 Added 50.0%	75 $3,000
Q4 2018 Feb 14, 2019	BUY	N/A	50 New	50 $2,000

Others Institutions Holding FSTA

# of Institutions

178

Shares Held

10.1M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

2.23M
Shares

$111 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.11M
Shares

$55.5 Million
0.28% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

435K
Shares

$21.7 Million
0.12% of portfolio
Morningstar Investment Services LLC Chicago, IL

417K
Shares

$20.8 Million
0.22% of portfolio
Commonwealth Equity Services, LLC

402K
Shares

$20.1 Million
0.03% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI CON

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