Pitti Group Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History

Pitti Group Wealth Management, LLC

$97.4 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	SELL	$46.5 - $50.18 $35,061 - $37,835	-754 Reduced 2.66%	27,571 $1.28 Million
Q2 2023 Aug 01, 2023	SELL	$43.27 - $47.21 $67,068 - $73,175	-1,550 Reduced 5.19%	28,325 $1.33 Million
Q1 2023 May 02, 2023	SELL	$43.18 - $52.48 $13,040 - $15,848	-302 Reduced 1.0%	29,875 $1.35 Million
Q4 2022 Jan 24, 2023	BUY	$43.24 - $51.2 $6,269 - $7,424	145 Added 0.48%	30,177 $0
Q3 2022 Oct 24, 2022	BUY	$43.08 - $51.06 $3,704 - $4,391	86 Added 0.29%	30,032 $1.29 Million
Q2 2022 Jul 18, 2022	SELL	$43.64 - $54.04 $305 - $378	-7 Reduced 0.02%	29,946 $1.34 Million
Q1 2022 Apr 28, 2022	BUY	$50.54 - $58.97 $11,169 - $13,032	221 Added 0.74%	29,953 $1.62 Million
Q4 2021 Feb 09, 2022	BUY	$53.73 - $58.47 $1.6 Million - $1.74 Million	29,732 New	29,732 $1.66 Million

Others Institutions Holding FNCL

# of Institutions

213

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$158 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$139 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$33.8 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$26.8 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$22.2 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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