Stewart & Patten CO LLC Fidelity Covington Tr Divid Et Transaction History

Stewart & Patten CO LLC

$664 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$38.23 - $44.02 $188,168 - $216,666	4,922 New	4,922 $216,000

Others Institutions Holding FDRR

# of Institutions

92

Shares Held

3.81M

Call Options Held

0

Put Options Held

400

Ameritas Advisory Services, LLC Lincoln, NE

832K
Shares

$43.4 Million
1.91% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

415K
Shares

$21.6 Million
0.22% of portfolio
Lehman & Derafelo Financial Resources LLC

263K
Shares

$13.7 Million
3.12% of portfolio
Bank Of America Corp Charlotte, NC

260K
Shares

$13.6 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

219K
Shares

$11.4 Million
0.02% of portfolio

About FIDELITY COVINGTON TR DIVID ET

Ticker FDRR
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