Wealthsource Partners, LLC Fidelity Covington Tr Msci Com Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 12, 2020	SELL	$32.29 - $36.14 $197,162 - $220,670	-6,106 Closed	0 $0
Q3 2019 Nov 15, 2019	BUY	$32.29 - $35.04 $197,162 - $213,954	6,106 New	6,106 $202,000

Others Institutions Holding FCOM

# of Institutions

152

Shares Held

13M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

4.72M
Shares

$284 Million
0.05% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.68M
Shares

$101 Million
0.45% of portfolio
Northwestern Mutual Wealth Management CO

1.1M
Shares

$66.2 Million
0.05% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

674K
Shares

$40.6 Million
0.2% of portfolio
Morgan Stanley New York, NY

430K
Shares

$25.9 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI COM

Ticker FCOM
Sector ETFs
Industry ETFs

More about FCOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.