River Wealth Advisors LLC Fidelity Covington Tr Msci Con Transaction History

River Wealth Advisors LLC

$734 Million
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 07, 2019	SELL	N/A	-889 Closed	0 $0
Q4 2018 Jan 25, 2019	BUY	N/A	90 Added 11.26%	889 $27,000
Q3 2018 Nov 09, 2018	BUY	N/A	251 Added 45.8%	799 $26,000
Q2 2018 Aug 13, 2018	BUY	N/A	548 New	548 $17,000

Others Institutions Holding FSTA

# of Institutions

192

Shares Held

14M

Call Options Held

0

Put Options Held

0

Demars Financial Group, LLC

4.06M
Shares

$210 Million
2.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.25M
Shares

$117 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.15M
Shares

$59.9 Million
0.26% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

431K
Shares

$22.3 Million
0.11% of portfolio
Commonwealth Equity Services, LLC

410K
Shares

$21.3 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FSTA
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