Modera Wealth Management, LLC Fidelity Covington Tr Msci Mat Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	BUY	$43.72 - $48.39 $707,214 - $782,756	16,176 New	16,176 $714,000

Others Institutions Holding FMAT

# of Institutions

127

Shares Held

4.15M

Call Options Held

1.2K

Put Options Held

0

Ae Wealth Management LLC

805K
Shares

$40.6 Million
0.37% of portfolio
Envestnet Asset Management Inc

574K
Shares

$29 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

503K
Shares

$25.4 Million
0.13% of portfolio
Cetera Investment Advisers Schaumburg, IL

224K
Shares

$11.3 Million
0.03% of portfolio
Centerline Wealth Advisors, LLC Louisville, KY

159K
Shares

$8.01 Million
4.48% of portfolio

About FIDELITY COVINGTON TR MSCI MAT

Ticker FMAT
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