True Private Wealth Advisors Fidelity Covington Tr Msci Ind Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$45.59 - $52.2 $79,007 - $90,462	-1,733 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$38.02 - $42.4 $65,888 - $73,479	1,733 New	1,733 $72,000
Q3 2019 Oct 09, 2019	SELL	$37.42 - $40.69 $64,848 - $70,515	-1,733 Closed	0 $0
Q2 2019 Aug 01, 2019	SELL	$36.93 - $40.19 $205,921 - $224,099	-5,576 Reduced 76.29%	1,733 $68,000
Q1 2019 Apr 25, 2019	SELL	$31.99 - $39.02 $9.67 Million - $11.8 Million	-302,385 Reduced 97.64%	7,309 $279,000
Q4 2018 Jan 14, 2019	BUY	$30.66 - $40.67 $459,777 - $609,887	14,996 Added 5.09%	309,694 $10.1 Million
Q3 2018 Oct 18, 2018	BUY	$36.98 - $40.96 $1.04 Million - $1.16 Million	28,244 Added 10.6%	294,698 $0
Q2 2018 Jul 13, 2018	BUY	$36.44 - $39.34 $258,869 - $279,471	7,104 Added 2.74%	266,454 $9.88 Million
Q1 2018 Apr 25, 2018	BUY	$37.1 - $41.16 $383,651 - $425,635	10,341 Added 4.15%	259,350 $9.81 Million
Q4 2017 Jan 19, 2018	SELL	$35.96 - $38.83 $1.56 Million - $1.69 Million	-43,420 Reduced 14.85%	249,009 $9.64 Million
Q3 2017 Oct 27, 2017	SELL	$36.37 - $36.54 $232,295 - $233,380	-6,387 Reduced 2.14%	292,429 $10.7 Million
Q2 2017 Aug 07, 2017	BUY	N/A	298,816	298,816 $10.4 Million

Others Institutions Holding FIDU

# of Institutions

172

Shares Held

6.76M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$111 Million
0.53% of portfolio
Ae Wealth Management LLC

745K
Shares

$55.9 Million
0.55% of portfolio
Northwestern Mutual Wealth Management CO

684K
Shares

$51.3 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

368K
Shares

$27.6 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$19.4 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 True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.