West Branch Capital LLC Fidelity Covington Tr Msci Con Transaction History

West Branch Capital LLC

$274 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	SELL	$63.09 - $73.32 $441 - $513	-7 Reduced 77.78%	2 $0
Q2 2021 Aug 17, 2021	BUY	$75.58 - $81.4 $680 - $732	9 New	9 $0

Others Institutions Holding FDIS

# of Institutions

208

Shares Held

6.88M

Call Options Held

1.8K

Put Options Held

100

Lido Advisors, LLC Los Angeles, CA

1.29M
Shares

$119 Million
0.58% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.28M
Shares

$118 Million
0.02% of portfolio
Ae Wealth Management LLC

380K
Shares

$35.1 Million
0.34% of portfolio
Envestnet Asset Management Inc

246K
Shares

$22.7 Million
0.01% of portfolio
Monumental Financial Group Inc.

245K
Shares

$22.6 Million
8.07% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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