Institutional & Family Asset Management, LLC Fidelity Covington Tr Msci Mat Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$40.85 - $51.04 $2,042 - $2,552	-50 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$44.74 - $50.42 $2,237 - $2,521	50 New	50 $3,000

Others Institutions Holding FMAT

# of Institutions

115

Shares Held

3.63M

Call Options Held

3.1K

Put Options Held

Ae Wealth Management LLC

565K
Shares

$29.4 Million
0.31% of portfolio
Lido Advisors, LLC Los Angeles, CA

510K
Shares

$26.5 Million
0.14% of portfolio
Envestnet Asset Management Inc

464K
Shares

$24.1 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

215K
Shares

$11.2 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

167K
Shares

$8.68 Million
0.0% of portfolio

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About FIDELITY COVINGTON TR MSCI MAT

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