Team Financial Group, LLC Fidelity Covington Tr Msci Con Transaction History

Team Financial Group, LLC

$174 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$64.24 - $79.94 $963 - $1,199	15 New	15 $1.18 Million

Others Institutions Holding FDIS

# of Institutions

237

Shares Held

10.4M

Call Options Held

4.1K

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.77M
Shares

$172 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.36M
Shares

$132 Million
0.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.27M
Shares

$123 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

979K
Shares

$95.2 Million
2.17% of portfolio
Ae Wealth Management LLC

583K
Shares

$56.7 Million
0.55% of portfolio

About FIDELITY COVINGTON TR MSCI CON

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