Goal Vest Advisory LLC Fidelity Covington Tr Divid Et Transaction History

Goal Vest Advisory LLC

$298 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	N/A	-1,572 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	N/A	1,572 New	1,572 $58,000

Others Institutions Holding FDRR

# of Institutions

92

Shares Held

4.07M

Call Options Held

0

Put Options Held

0

Ameritas Advisory Services, LLC Lincoln, NE

726K
Shares

$35.5 Million
1.4% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

400K
Shares

$19.6 Million
0.22% of portfolio
Commonwealth Equity Services, LLC

367K
Shares

$17.9 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

271K
Shares

$13.2 Million
0.0% of portfolio
Lehman & Derafelo Financial Resources LLC

263K
Shares

$12.9 Million
3.12% of portfolio

About FIDELITY COVINGTON TR DIVID ET

Ticker FDRR
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