Planning Directions Inc Fidelity Covington Tr Msci Con Transaction History

Planning Directions Inc

$170 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 21, 2020	SELL	$31.69 - $36.33 $478,709 - $548,800	-15,106 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$28.75 - $38.7 $434,297 - $584,602	15,106 New	15,106 $489,000

Others Institutions Holding FSTA

# of Institutions

192

Shares Held

14M

Call Options Held

0

Put Options Held

0

Demars Financial Group, LLC

4.06M
Shares

$214 Million
2.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.25M
Shares

$119 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.15M
Shares

$61 Million
0.26% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

431K
Shares

$22.8 Million
0.11% of portfolio
Commonwealth Equity Services, LLC

410K
Shares

$21.7 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI CON

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