Kiley Juergens Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History

Kiley Juergens Wealth Management, LLC

$372 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 15, 2019	SELL	N/A	-7 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	N/A	7 New	7 $0

Others Institutions Holding FDIS

# of Institutions

210

Shares Held

7.79M

Call Options Held

1.8K

Put Options Held

100

Charles Schwab Investment Management Inc San Francisco, CA

1.3M
Shares

$122 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.29M
Shares

$122 Million
0.58% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$94.3 Million
1.9% of portfolio
Ae Wealth Management LLC

380K
Shares

$35.9 Million
0.34% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

368K
Shares

$34.8 Million
0.17% of portfolio

About FIDELITY COVINGTON TR MSCI CON

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