Seven Springs Wealth Group, LLC Fidelity Covington Tr Msci Con 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	$28.75 - $38.7 $114,080 - $153,561	-3,968 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$35.82 - $37.84 $142,133 - $150,149	3,968 New	3,968 $150,000

Others Institutions Holding FSTA

# of Institutions

173

Shares Held

9.46M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

2.21M
Shares

$110 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.22M
Shares

$60.4 Million
0.32% of portfolio
Commonwealth Equity Services, LLC

402K
Shares

$20 Million
0.03% of portfolio
Morningstar Investment Services LLC Chicago, IL

324K
Shares

$16.1 Million
0.17% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

288K
Shares

$14.3 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FSTA
Sector ETFs
Industry ETFs

More about FSTA

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.