Goal Vest Advisory LLC Fidelity Covington Tr Divid Et Transaction History

Goal Vest Advisory LLC

$352 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$36.31 - $40.63 $57,079 - $63,870	-1,572 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$31.32 - $36.81 $49,235 - $57,865	1,572 New	1,572 $58,000

Others Institutions Holding FDRR

# of Institutions

101

Shares Held

3.92M

Call Options Held

0

Put Options Held

0

Ameritas Advisory Services, LLC Lincoln, NE

979K
Shares

$50.7 Million
2.07% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

377K
Shares

$19.5 Million
0.16% of portfolio
Lehman & Derafelo Financial Resources LLC

263K
Shares

$13.6 Million
3.12% of portfolio
Bank Of America Corp Charlotte, NC

223K
Shares

$11.5 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

219K
Shares

$11.3 Million
0.02% of portfolio

About FIDELITY COVINGTON TR DIVID ET

Ticker FDRR
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