West Branch Capital LLC Fidelity Covington Tr U S Mult Transaction History

West Branch Capital LLC

$297 Million
Q4 2024

A detailed history of West Branch Capital LLC transactions in Fidelity Covington Tr U S Mult stock. As of the latest transaction made, West Branch Capital LLC holds 2,760 shares of FLRG stock, worth $96,765. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,760

Holding current value

$96,765

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$33.66 - $35.72 $92,901 - $98,587	2,760 New	2,760 $93,000

Others Institutions Holding FLRG

# of Institutions

Shares Held

2.19M

Call Options Held

Put Options Held

Ae Wealth Management LLC

1.09M
Shares

$38.2 Million
0.38% of portfolio
Commonwealth Equity Services, LLC

816K
Shares

$28.6 Million
0.04% of portfolio
Centennial Wealth Advisory LLC

69.6K
Shares

$2.44 Million
0.94% of portfolio
Cetera Investment Advisers Schaumburg, IL

55K
Shares

$1.93 Million
0.0% of portfolio
Western Wealth Management, LLC

54.9K
Shares

$1.93 Million
0.11% of portfolio

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About FIDELITY COVINGTON TR U S MULT

Ticker FLRG
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West Branch Capital LLC Fidelity Covington Tr U S Mult Transaction History