Lincoln National Corp Fidelity Covington Tr Transaction History

Lincoln National Corp

$3.11 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$22.86 - $26.22 $106,710 - $122,394	4,668 Added 38.29%	16,860 $442,000
Q4 2023 Feb 06, 2024	BUY	$19.59 - $23.87 $238,841 - $291,023	12,192 New	12,192 $288,000

Others Institutions Holding FSMO

# of Institutions

25

Shares Held

923K

Call Options Held

0

Put Options Held

0

Evernest Financial Advisors, LLC Carmel, IN

260K
Shares

$6.85 Million
1.89% of portfolio
Commonwealth Equity Services, LLC

232K
Shares

$6.1 Million
0.01% of portfolio
San Luis Wealth Advisors LLC San Luis Obispo, CA

193K
Shares

$5.07 Million
1.09% of portfolio
Dentgroup LLC

45K
Shares

$1.18 Million
0.92% of portfolio
Jpmorgan Chase & CO New York, NY

44.4K
Shares

$1.17 Million
0.0% of portfolio

About FIDELITY COVINGTON TR

Ticker FSMO
Sector ETFs
Industry ETFs

More about FSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lincoln National Corp, based on Form 13F filings with the SEC.

News

Stay updated on Lincoln National Corp with notifications on news.