Strategic Wealth Advisors Group, LLC Fidelity Covington Tr Msci Fin Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Sep 17, 2018	SELL	N/A	-27,578 Closed	0 $0
Q1 2018 May 08, 2018	BUY	N/A	10,391 Added 60.46%	27,578 $1.11 Million
Q4 2017 Mar 08, 2018	BUY	N/A	17,187	17,187 $722,000

Others Institutions Holding FNCL

# of Institutions

214

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$161 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$142 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$34.4 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$27.3 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$22.6 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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