Valeo Financial Advisors, LLC Fidelity Covington Tr Msci Ind Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$52.43 - $55.65 $4,718 - $5,008	-90 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$38.02 - $42.4 $3,421 - $3,816	90 New	90 $4,000

Others Institutions Holding FIDU

# of Institutions

171

Shares Held

6.72M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$105 Million
0.53% of portfolio
Ae Wealth Management LLC

745K
Shares

$52.6 Million
0.55% of portfolio
Northwestern Mutual Wealth Management CO

684K
Shares

$48.3 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

368K
Shares

$26 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$18.2 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
Sector ETFs
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