Secure Asset Management, LLC Fidelity Covington Tr Msci Con Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 13, 2023	BUY	$44.18 - $46.87 $25,756 - $27,325	583 Added 11.5%	5,653 $256,000
Q1 2023 Apr 13, 2023	BUY	$43.03 - $45.56 $218,162 - $230,989	5,070 New	5,070 $228,000

Others Institutions Holding FSTA

# of Institutions

178

Shares Held

10.1M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

2.23M
Shares

$111 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.11M
Shares

$55.4 Million
0.28% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

435K
Shares

$21.7 Million
0.12% of portfolio
Morningstar Investment Services LLC Chicago, IL

417K
Shares

$20.8 Million
0.22% of portfolio
Commonwealth Equity Services, LLC

402K
Shares

$20.1 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FSTA
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