Monte Financial Group, LLC Fidelity Covington Tr Msci Ind Transaction History

Monte Financial Group, LLC

$225 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	$44.06 - $53.49 $169,234 - $205,455	-3,841 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$49.86 - $56.85 $191,512 - $218,360	3,841 New	3,841 $207,000

Others Institutions Holding FIDU

# of Institutions

161

Shares Held

8.27M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.89M
Shares

$133 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$105 Million
0.55% of portfolio
Ae Wealth Management LLC

696K
Shares

$49 Million
0.5% of portfolio
Northwestern Mutual Wealth Management CO

624K
Shares

$43.9 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

302K
Shares

$21.2 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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