Iron Bridge Private Wealth, LLC Fidelity Covington Tr Transaction History

Iron Bridge Private Wealth, LLC

$255 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$21.72 - $25.43 $86 - $101	-4 Closed	0 $0
Q3 2021 Jan 12, 2022	BUY	$23.47 - $24.99 $93 - $99	4 New	4 $0

Others Institutions Holding FIVA

# of Institutions

31

Shares Held

2.25M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

1.12M
Shares

$28.5 Million
0.04% of portfolio
Pallas Capital Advisors LLC Braintree, MA

637K
Shares

$16.3 Million
0.71% of portfolio
Flow Traders U.S. LLC New York, NY

78.7K
Shares

$2.01 Million
0.1% of portfolio
Kestra Advisory Services, LLC

65.3K
Shares

$1.67 Million
0.01% of portfolio
Hbk Sorce Advisory LLC Erie, PA

48.4K
Shares

$1.24 Million
0.05% of portfolio

About FIDELITY COVINGTON TR

Ticker FIVA
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