Lvz, Inc. Fidelity Covington Tr Momentum Transaction History

Lvz, Inc.

$775 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 18, 2023	SELL	$44.5 - $48.36 $113,163 - $122,979	-2,543 Reduced 4.56%	53,185 $2.57 Million
Q1 2023 Apr 20, 2023	BUY	$42.1 - $45.0 $2.35 Million - $2.51 Million	55,728 New	55,728 $2.49 Million
Q2 2022 Jul 27, 2022	SELL	$40.36 - $51.51 $2.65 Million - $3.38 Million	-65,582 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$46.27 - $53.92 $3.03 Million - $3.54 Million	65,582 New	65,582 $3.35 Million
Q3 2021 Oct 27, 2021	SELL	$47.69 - $51.75 $3.66 Million - $3.97 Million	-76,667 Closed	0 $0
Q2 2021 Jul 16, 2021	BUY	$44.71 - $48.66 $3.43 Million - $3.73 Million	76,667 New	76,667 $3.73 Million
Q1 2021 Apr 08, 2021	SELL	$42.42 - $48.29 $2.68 Million - $3.05 Million	-63,088 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$38.97 - $44.72 $225,636 - $258,928	5,790 Added 10.11%	63,088 $2.79 Million
Q2 2020 Jul 13, 2020	BUY	$29.01 - $37.05 $201,532 - $257,386	6,947 Added 13.8%	57,298 $2.1 Million
Q4 2019 Feb 05, 2020	BUY	$34.06 - $36.78 $291,553 - $314,836	8,560 Added 20.48%	50,351 $1.85 Million
Q3 2019 Oct 22, 2019	BUY	$34.33 - $36.62 $62,274 - $66,428	1,814 Added 4.54%	41,791 $1.46 Million
Q2 2019 Jul 19, 2019	BUY	$33.48 - $36.11 $114,903 - $123,929	3,432 Added 9.39%	39,977 $1.42 Million
Q1 2019 Apr 25, 2019	BUY	$28.89 - $34.09 $1.06 Million - $1.25 Million	36,545 New	36,545 $1.24 Million

Others Institutions Holding FDMO

# of Institutions

52

Shares Held

3.07M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.04M
Shares

$70.7 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.01M
Shares

$68.5 Million
0.06% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

232K
Shares

$15.8 Million
1.96% of portfolio
Cetera Investment Advisers Schaumburg, IL

81.6K
Shares

$5.56 Million
0.01% of portfolio
Cerity Partners LLC New York, NY

74.3K
Shares

$5.06 Million
0.01% of portfolio

About FIDELITY COVINGTON TR MOMENTUM

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