Sym Financial Corp Fidelity Covington Tr Msci Ind Transaction History

Sym Financial Corp

$806 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	SELL	$51.08 - $61.46 $45,972 - $55,314	-900 Reduced 71.15%	365 $22,000
Q3 2023 Oct 27, 2023	BUY	$53.63 - $58.9 $67,841 - $74,508	1,265 New	1,265 $68,000

Others Institutions Holding FIDU

# of Institutions

198

Shares Held

7.66M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.58M
Shares

$126 Million
0.45% of portfolio
Ae Wealth Management LLC

924K
Shares

$73.5 Million
0.61% of portfolio
Northwestern Mutual Wealth Management CO

755K
Shares

$60 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

284K
Shares

$22.6 Million
0.11% of portfolio
Commonwealth Equity Services, LLC

275K
Shares

$21.8 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
Sector ETFs
Industry ETFs

More about FIDU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sym Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sym Financial Corp with notifications on news.