Wealth Quarterback LLC Fidelity Covington Tr Msci Con Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$33.25 - $52.19 $35,677 - $55,999	-1,073 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$44.55 - $48.54 $47,802 - $52,083	1,073 New	1,073 $0

Others Institutions Holding FDIS

# of Institutions

213

Shares Held

9.72M

Call Options Held

2K

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.77M
Shares

$169 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.36M
Shares

$130 Million
0.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.3M
Shares

$124 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$95.5 Million
1.9% of portfolio
Ae Wealth Management LLC

495K
Shares

$47.3 Million
0.45% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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