Ironwood Financial, LLC Fidelity Covington Tr Msci Com Transaction History

Ironwood Financial, LLC

$475 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$49.0 - $54.95 $1,470 - $1,648	-30 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	$50.05 - $54.92 $750 - $823	-15 Reduced 33.33%	30 $2,000
Q2 2020 Jul 28, 2020	BUY	$27.52 - $37.21 $1,238 - $1,674	45 New	45 $2,000

Others Institutions Holding FCOM

# of Institutions

151

Shares Held

13M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

4.72M
Shares

$274 Million
0.05% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.68M
Shares

$97.1 Million
0.45% of portfolio
Northwestern Mutual Wealth Management CO

1.1M
Shares

$63.7 Million
0.05% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

674K
Shares

$39.1 Million
0.2% of portfolio
Morgan Stanley New York, NY

430K
Shares

$25 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI COM

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