Marotta Asset Management Fidelity Covington Tr Msci Con Transaction History
Marotta Asset Management
- $497 Million
- Q2 2025
A detailed history of Marotta Asset Management transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Marotta Asset Management holds 102,599 shares of FSTA stock, worth $5.31 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
102,599
Previous 90,395
13.5%
Holding current value
$5.31 Million
Previous $4.55 Million
14.78%
% of portfolio
1.05%
Previous 0.97%
Shares
9 transactions
Others Institutions Holding FSTA
# of Institutions
208Shares Held
14.4MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC4.4MShares$228 Million2.46% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.26MShares$117 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.33MShares$68.9 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC435KShares$22.5 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6419KShares$21.7 Million0.12% of portfolio