Congress Wealth Management LLC Fidelity Covington Tr Msci Com Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Fidelity Covington Tr Msci Com stock. As of the latest transaction made, Congress Wealth Management LLC holds 34,737 shares of FCOM stock, worth $1.98 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

34,737

Previous 27,929 24.38%

Holding current value

$1.98 Million

Previous $1.54 Million 32.57%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$54.65 - $61.96 $372,057 - $421,823	6,808 Added 24.38%	34,737 $2.04 Million
Q3 2024 Nov 12, 2024	SELL	$49.09 - $55.08 $48,304 - $54,198	-984 Reduced 3.4%	27,929 $1.54 Million
Q2 2024 Aug 13, 2024	BUY	$47.4 - $52.64 $1.37 Million - $1.52 Million	28,913 New	28,913 $1.51 Million
Q3 2023 Oct 30, 2023	BUY	$39.24 - $42.62 $251,489 - $273,151	6,409 Added 70.98%	15,438 $613,000
Q2 2023 Jul 13, 2023	SELL	$35.42 - $40.47 $1,523 - $1,740	-43 Reduced 0.47%	9,029 $363,000
Q1 2023 Apr 14, 2023	BUY	$31.41 - $38.24 $57,260 - $69,711	1,823 Added 25.15%	9,072 $332,000
Q4 2022 Feb 02, 2023	BUY	$29.89 - $33.78 $216,672 - $244,871	7,249 New	7,249 $225,000

Others Institutions Holding FCOM

# of Institutions

190

Shares Held

13.5M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI COM

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Congress Wealth Management LLC Fidelity Covington Tr Msci Com Transaction History