Seven Springs Wealth Group, LLC Fidelity Covington Tr Msci Com Transaction History

Seven Springs Wealth Group, LLC

$249 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$26.24 - $38.29 $149,594 - $218,291	-5,701 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$32.29 - $36.14 $184,085 - $206,034	5,701 New	5,701 $204,000

Others Institutions Holding FCOM

# of Institutions

145

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

4.71M
Shares

$266 Million
0.05% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.85M
Shares

$105 Million
0.54% of portfolio
Northwestern Mutual Wealth Management CO

1.14M
Shares

$64.3 Million
0.06% of portfolio
Morgan Stanley New York, NY

378K
Shares

$21.4 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

305K
Shares

$17.3 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI COM

Ticker FCOM
Sector ETFs
Industry ETFs

More about FCOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Springs Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Springs Wealth Group, LLC with notifications on news.