Comprehensive Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History

Comprehensive Wealth Management, LLC

$151 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 12, 2024	BUY	$41.84 - $46.67 $185,267 - $206,654	4,428 New	4,428 $0

Others Institutions Holding FSTA

# of Institutions

178

Shares Held

10.1M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

2.23M
Shares

$112 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.11M
Shares

$55.8 Million
0.28% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

435K
Shares

$21.8 Million
0.12% of portfolio
Morningstar Investment Services LLC Chicago, IL

417K
Shares

$20.9 Million
0.22% of portfolio
Commonwealth Equity Services, LLC

402K
Shares

$20.2 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FSTA
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