Sage Financial Group Inc Fidelity Covington Tr Msci Fin Transaction History

Sage Financial Group Inc

$1.11 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 29, 2021	SELL	N/A	-17,989 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	N/A	17,989 New	17,989 $596,000

Others Institutions Holding FNCL

# of Institutions

202

Shares Held

9.75M

Call Options Held

5.4K

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$132 Million
0.8% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.09M
Shares

$122 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

365K
Shares

$21.3 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

312K
Shares

$18.2 Million
0.33% of portfolio
Full Sail Capital, LLC Oklahoma City, OK

292K
Shares

$17 Million
1.21% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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