Seven Springs Wealth Group, LLC Fidelity Covington Tr Msci Ind 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	$25.14 - $43.87 $122,507 - $213,778	-4,873 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$38.02 - $42.4 $185,271 - $206,615	4,873 New	4,873 $205,000

Others Institutions Holding FIDU

# of Institutions

162

Shares Held

8.06M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.89M
Shares

$137 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.49M
Shares

$108 Million
0.55% of portfolio
Ae Wealth Management LLC

696K
Shares

$50.7 Million
0.5% of portfolio
Northwestern Mutual Wealth Management CO

624K
Shares

$45.5 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

258K
Shares

$18.8 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI IND

Ticker FIDU
Sector ETFs
Industry ETFs

More about FIDU

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.