Sym Financial Corp Fidelity Covington Tr Msci Mat Transaction History

Sym Financial Corp

$769 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	SELL	$41.66 - $49.21 $56,240 - $66,433	-1,350 Reduced 57.45%	1,000 $48,000
Q3 2023 Oct 27, 2023	BUY	$43.72 - $48.39 $102,742 - $113,716	2,350 New	2,350 $103,000

Others Institutions Holding FMAT

# of Institutions

127

Shares Held

4.17M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

805K
Shares

$36.8 Million
0.37% of portfolio
Envestnet Asset Management Inc

574K
Shares

$26.2 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

526K
Shares

$24 Million
0.12% of portfolio
Cetera Investment Advisers Schaumburg, IL

240K
Shares

$11 Million
0.03% of portfolio
Centerline Wealth Advisors, LLC Louisville, KY

159K
Shares

$7.24 Million
4.48% of portfolio

About FIDELITY COVINGTON TR MSCI MAT

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