Caldwell Trust CO Fidelity Covington Tr Msci Mat Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Fidelity Covington Tr Msci Mat stock. As of the latest transaction made, Caldwell Trust CO holds 500 shares of FMAT stock, worth $25,055. This represents 0.0% of its overall portfolio holdings.

Number of Shares

500

Holding current value

$25,055

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 23, 2025	BUY	$49.48 - $53.78 $24,740 - $26,890	500 New	500 $26.2 Million

Others Institutions Holding FMAT

# of Institutions

135

Shares Held

3.48M

Call Options Held

Put Options Held

Ae Wealth Management LLC

1.06M
Shares

$52.9 Million
0.41% of portfolio
Lido Advisors, LLC Los Angeles, CA

623K
Shares

$31.2 Million
0.1% of portfolio
Centerline Wealth Advisors, LLC Louisville, KY

174K
Shares

$8.74 Million
3.98% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

103K
Shares

$5.16 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

75.3K
Shares

$3.77 Million
0.01% of portfolio

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About FIDELITY COVINGTON TR MSCI MAT

Ticker FMAT
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