Personal Cfo Solutions, LLC Fidelity Covington Tr Msci Mat Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$41.64 - $46.89 $218,443 - $245,984	5,246 New	5,246 $228,000
Q2 2022 Aug 05, 2022	SELL	$40.85 - $51.04 $1.07 Million - $1.33 Million	-26,110 Reduced 83.27%	5,246 $215,000
Q1 2022 May 02, 2022	SELL	$45.02 - $50.44 $3.99 Million - $4.47 Million	-88,617 Reduced 73.86%	31,356 $1.56 Million
Q4 2021 Feb 11, 2022	BUY	$44.74 - $50.42 $274,569 - $309,427	6,137 Added 5.39%	119,973 $6.04 Million
Q3 2021 Nov 18, 2021	SELL	$44.12 - $48.31 $247,601 - $271,115	-5,612 Reduced 4.7%	113,836 $5.04 Million
Q2 2021 Jul 22, 2021	BUY	$44.45 - $49.7 $5.31 Million - $5.94 Million	119,448 New	119,448 $5.52 Million
Q1 2020 Apr 30, 2020	SELL	$20.81 - $34.14 $789,094 - $1.29 Million	-37,919 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$30.76 - $34.33 $57,398 - $64,059	-1,866 Reduced 4.69%	37,919 $1.3 Million
Q3 2019 Nov 13, 2019	BUY	$30.4 - $33.35 $1.21 Million - $1.33 Million	39,785 New	39,785 $1.29 Million

Others Institutions Holding FMAT

# of Institutions

115

Shares Held

3.63M

Call Options Held

3.1K

Put Options Held

0

Ae Wealth Management LLC

565K
Shares

$28.7 Million
0.31% of portfolio
Lido Advisors, LLC Los Angeles, CA

510K
Shares

$25.9 Million
0.14% of portfolio
Envestnet Asset Management Inc

464K
Shares

$23.6 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

215K
Shares

$10.9 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

167K
Shares

$8.48 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI MAT

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