Lvz, Inc. Fidelity Covington Tr Msci Con Transaction History

Lvz, Inc.

$775 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 08, 2021	SELL	$70.65 - $77.85 $257,872 - $284,152	-3,650 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$60.32 - $71.61 $220,168 - $261,376	3,650 New	3,650 $261,000

Others Institutions Holding FDIS

# of Institutions

212

Shares Held

9.72M

Call Options Held

2K

Put Options Held

500

Bank Of America Corp Charlotte, NC

1.77M
Shares

$180 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.36M
Shares

$139 Million
0.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.3M
Shares

$132 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

998K
Shares

$102 Million
1.9% of portfolio
Ae Wealth Management LLC

495K
Shares

$50.4 Million
0.45% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FDIS
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