Win Advisors, Inc Fidelity Covington Tr Msci Con Transaction History

Win Advisors, Inc

$203 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	BUY	$75.8 - $81.9 $2.59 Million - $2.8 Million	34,204 New	34,204 $2.77 Million
Q2 2022 Jul 18, 2022	BUY	$57.67 - $80.77 $1.51 Million - $2.12 Million	26,250 New	26,250 $1.58 Million

Others Institutions Holding FDIS

# of Institutions

211

Shares Held

9.7M

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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