Bnc Wealth Management, LLC Fidelity Covington Tr Transaction History

Bnc Wealth Management, LLC

$266 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$15.22 - $18.71 $456 - $561	-30 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$15.5 - $17.03 $465 - $510	30 New	30 $0

Others Institutions Holding FIDI

# of Institutions

39

Shares Held

1.9M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

418K
Shares

$9.02 Million
0.01% of portfolio
David Kennon Inc Sarasota, FL

386K
Shares

$8.32 Million
3.28% of portfolio
Kestra Advisory Services, LLC

178K
Shares

$3.84 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

104K
Shares

$2.24 Million
0.01% of portfolio
Flow Traders U.S. LLC New York, NY

99.1K
Shares

$2.14 Million
0.08% of portfolio

About FIDELITY COVINGTON TR

Ticker FIDI
Sector ETFs
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