Planning Directions Inc Fidelity Covington Tr Msci Con Transaction History

Planning Directions Inc

$144 Million
Q2 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

166

Shares Held

9.11M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

2.21M
Shares

$112 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.22M
Shares

$61.5 Million
0.32% of portfolio
Commonwealth Equity Services, LLC

410K
Shares

$20.7 Million
0.03% of portfolio
Morningstar Investment Services LLC Chicago, IL

324K
Shares

$16.3 Million
0.17% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

288K
Shares

$14.5 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FSTA
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