HighMark Wealth Management LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FHLC and the CUSIP is 316092600. A total of 6 filers reported holding FIDELITY COVINGTON TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$1,480
-14.6%
24
-11.1%
0.00%0.0%
Q2 2023$1,734
+2.9%
270.0%0.00%0.0%
Q1 2023$1,685
-3.7%
270.0%0.00%0.0%
Q4 2022$1,750
-12.5%
270.0%0.00%
-50.0%
Q3 2022$2,00027
+1250.0%
0.00%
Q2 2022$020.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
BIEGEL & WALLER LLC 343,133$13,139,0008.02%
Richard C. Young & CO., LTD. 698,824$26,758,0005.24%
Beaumont Financial Partners, LLC 507,153$19,419,0002.52%
Armor Investment Advisors, LLC 45,902$1,758,0001.75%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 134,250$5,140,0001.52%
SMITH CHAS P & ASSOCIATES PA CPAS 237,566$9,096,0001.33%
Traynor Capital Management, Inc. 65,302$2,503,0001.24%
CREATIVE FINANCIAL DESIGNS INC /ADV 39,433$1,510,0000.97%
D L CARLSON INVESTMENT GROUP INC 80,334$3,076,0000.90%
Atlas Brown,Inc. 19,670$753,0000.66%
View complete list of FIDELITY COVINGTON TRUST shareholders