Safeguard Financial, LLC Fidelity Covington Tr Msci Ind Transaction History

Safeguard Financial, LLC

$422 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$50.75 - $56.87 $30,450 - $34,122	600 New	600 $34,000

Others Institutions Holding FIDU

# of Institutions

163

Shares Held

8.09M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.89M
Shares

$142 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$113 Million
0.55% of portfolio
Ae Wealth Management LLC

696K
Shares

$52.6 Million
0.5% of portfolio
Northwestern Mutual Wealth Management CO

624K
Shares

$47.2 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$19.5 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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