Kore Private Wealth LLC Fidelity Covington Tr Msci Con Transaction History

Kore Private Wealth LLC

$554 Million
Q3 2022

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	BUY	$80.05 - $92.13 $315,637 - $363,268	3,943 New	3,943 $348,000

Others Institutions Holding FDIS

# of Institutions

206

Shares Held

6.58M

Call Options Held

1.8K

Put Options Held

100

Lido Advisors, LLC Los Angeles, CA

1.29M
Shares

$113 Million
0.58% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.28M
Shares

$113 Million
0.02% of portfolio
Ae Wealth Management LLC

380K
Shares

$33.4 Million
0.34% of portfolio
Monumental Financial Group Inc.

245K
Shares

$21.6 Million
8.07% of portfolio
Bank Of America Corp Charlotte, NC

233K
Shares

$20.5 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI CON

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