Ae Wealth Management LLC Fidelity Covington Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 393 shares of FIDI stock, worth $8,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares

393

Holding current value

$8,217

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$19.3 - $21.68 $7,584 - $8,520	393 New	393 $7,000

Others Institutions Holding FIDI

# of Institutions

Shares Held

1.92M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

418K
Shares

$8.75 Million
0.01% of portfolio
David Kennon Inc Sarasota, FL

386K
Shares

$8.07 Million
3.28% of portfolio
Kestra Advisory Services, LLC

178K
Shares

$3.73 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

104K
Shares

$2.17 Million
0.01% of portfolio
Flow Traders U.S. LLC New York, NY

99.1K
Shares

$2.07 Million
0.08% of portfolio

View Full List

About FIDELITY COVINGTON TR

Ticker FIDI
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