Concord Wealth Partners Fidelity Covington Tr Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	BUY	$19.84 - $22.68 $992 - $1,134	50 New	50 $1,000

Others Institutions Holding FSMO

# of Institutions

25

Shares Held

923K

Call Options Held

0

Put Options Held

0

Evernest Financial Advisors, LLC Carmel, IN

260K
Shares

$6.85 Million
1.89% of portfolio
Commonwealth Equity Services, LLC

232K
Shares

$6.1 Million
0.01% of portfolio
San Luis Wealth Advisors LLC San Luis Obispo, CA

193K
Shares

$5.07 Million
1.09% of portfolio
Dentgroup LLC

45K
Shares

$1.18 Million
0.92% of portfolio
Jpmorgan Chase & CO New York, NY

44.4K
Shares

$1.17 Million
0.0% of portfolio

About FIDELITY COVINGTON TR

Ticker FSMO
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