Sage Financial Group Inc Fidelity Covington Tr Msci Fin Transaction History

Sage Financial Group Inc

$1.24 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 29, 2021	SELL	$41.59 - $50.21 $748,162 - $903,227	-17,989 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	$27.44 - $38.15 $493,618 - $686,280	17,989 New	17,989 $596,000

Others Institutions Holding FNCL

# of Institutions

256

Shares Held

11.4M

Call Options Held

100

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

2.31M
Shares

$163 Million
0.73% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.92M
Shares

$135 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

751K
Shares

$53 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

634K
Shares

$44.7 Million
0.06% of portfolio
Congress Wealth Management LLC Boston, MA

321K
Shares

$22.6 Million
0.32% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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