Lvz, Inc. Fidelity Covington Tr Msci Fin Transaction History

Lvz, Inc.

$670 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 19, 2018	BUY	N/A	17,182 Added 7.22%	255,230 $9.94 Million
Q2 2018 Aug 02, 2018	BUY	N/A	10,419 Added 4.58%	238,048 $9.33 Million
Q1 2018 Apr 25, 2018	BUY	N/A	227,629 New	227,629 $9.19 Million

Others Institutions Holding FNCL

# of Institutions

249

Shares Held

11.4M

Call Options Held

100

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$165 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.92M
Shares

$140 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

751K
Shares

$54.7 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

634K
Shares

$46.1 Million
0.06% of portfolio
Congress Wealth Management LLC Boston, MA

321K
Shares

$23.4 Million
0.32% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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