Nelson, Van Denburg & Campbell Wealth Management Group, LLC Fidelity Covington Tr Msci Con Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$45.36 - $48.77 $151,320 - $162,696	-3,336 Reduced 91.12%	325 $15,000
Q1 2024 Apr 30, 2024	BUY	$44.28 - $47.58 $162,109 - $174,190	3,661 New	3,661 $174,000
Q1 2021 May 11, 2021	SELL	$38.68 - $42.12 $11,023 - $12,004	-285 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$37.27 - $40.78 $10,621 - $11,622	285 New	285 $11,000
Q4 2019 Feb 11, 2020	SELL	$35.82 - $37.84 $4,513 - $4,767	-126 Closed	0 $0
Q3 2019 Oct 09, 2019	BUY	$36.0 - $36.72 $4,536 - $4,626	126 New	126 $0

Others Institutions Holding FSTA

# of Institutions

178

Shares Held

10.1M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

2.23M
Shares

$111 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.11M
Shares

$55.5 Million
0.28% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

435K
Shares

$21.7 Million
0.12% of portfolio
Morningstar Investment Services LLC Chicago, IL

417K
Shares

$20.8 Million
0.22% of portfolio
Commonwealth Equity Services, LLC

402K
Shares

$20.1 Million
0.03% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI CON

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