Soa Wealth Advisors, Llc. Fidelity Covington Tr Msci Con Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$41.08 - $48.6 $2,259 - $2,673	-55 Closed	0 $0
Q4 2020 Mar 10, 2021	BUY	$37.27 - $40.78 $2,049 - $2,242	55 New	55 $2,000

Others Institutions Holding FSTA

# of Institutions

198

Shares Held

14.1M

Call Options Held

0

Put Options Held

0

Demars Financial Group, LLC

4.4M
Shares

$222 Million
2.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.25M
Shares

$114 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.15M
Shares

$58.1 Million
0.26% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

431K
Shares

$21.7 Million
0.11% of portfolio
Commonwealth Equity Services, LLC

410K
Shares

$20.7 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FSTA
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