Halbert Hargrove Global Advisors, LLC Fidelity Covington Tr Divid Et Transaction History

Halbert Hargrove Global Advisors, LLC

$1.76 Billion
Q1 2025

Number of Shares

0

Previous 0 NaN%

Holding current value

$0

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$49.65 - $53.98 $0 - $0	0 New	0 $0
Q4 2024 Feb 05, 2025	BUY	$50.93 - $53.77 $0 - $0	0 New	0 $0

Others Institutions Holding FDRR

# of Institutions

105

Shares Held

3.95M

Call Options Held

0

Put Options Held

0

Ameritas Advisory Services, LLC Lincoln, NE

988K
Shares

$46.2 Million
1.83% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

393K
Shares

$18.4 Million
0.17% of portfolio
Lehman & Derafelo Financial Resources LLC

263K
Shares

$12.3 Million
3.12% of portfolio
Bank Of America Corp Charlotte, NC

236K
Shares

$11 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

223K
Shares

$10.4 Million
0.02% of portfolio

About FIDELITY COVINGTON TR DIVID ET

Ticker FDRR
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