Mascoma Wealth Management LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FDVV and the CUSIP is 316092840. A total of 3 filers reported holding FIDELITY COVINGTON TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$8,281,663
+1.2%
214,606
+6.8%
2.59%
+3.2%
Q2 2023$8,185,293
+125.1%
201,014
+65.6%
2.51%
+2.8%
Q1 2019$3,637,000
-26.0%
121,407
-32.6%
2.44%
-35.0%
Q4 2018$4,915,000180,1803.75%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
CHILDRESS CAPITAL ADVISORS, LLC 689,732$26,616,7588.72%
Marmo Financial Group, LLC 88,000$3,395,9393.22%
McIlrath & Eck, LLC 357,126$13,781,5062.77%
Mascoma Wealth Management LLC 214,606$8,281,6632.59%
Lineweaver Wealth Advisors, LLC 155,114$5,985,6411.74%
PRIMORIS WEALTH ADVISORS, LLC 35,807$1,381,7761.67%
Investmark Advisory Group LLC 63,092$2,434,7181.65%
Slagle Financial, LLC 43,762$1,688,7541.04%
Octavia Wealth Advisors, LLC 127,727$4,928,9921.00%
McGlone Suttner Wealth Management, Inc. 99,983$3,858,3960.89%
View complete list of FIDELITY COVINGTON TRUST shareholders