Wilbanks Smith & Thomas Asset Management LLC Fidelity Covington Tr Msci Ind Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$30.66 - $40.67 $15,207 - $20,172	-496 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$36.98 - $40.96 $18,342 - $20,316	496 New	496 $20,000

Others Institutions Holding FIDU

# of Institutions

171

Shares Held

6.72M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$105 Million
0.53% of portfolio
Ae Wealth Management LLC

745K
Shares

$52.9 Million
0.55% of portfolio
Northwestern Mutual Wealth Management CO

684K
Shares

$48.6 Million
0.04% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

368K
Shares

$26.1 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$18.3 Million
0.03% of portfolio

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About FIDELITY COVINGTON TR MSCI IND

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