Wealth Quarterback LLC Fidelity Covington Tr Msci Ind 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	$25.14 - $43.87 $46,131 - $80,501	-1,835 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$38.02 - $42.4 $69,766 - $77,804	1,835 New	1,835 $77,000

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

$114 Million
0.53% of portfolio
Ae Wealth Management LLC

745K
Shares

$57 Million
0.55% of portfolio
Northwestern Mutual Wealth Management CO

684K
Shares

$52.4 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

368K
Shares

$28.2 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$19.8 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
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