HighMark Wealth Management LLC - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FDRR and the CUSIP is 316092832. A total of 1 filers reported holding FIDELITY COVINGTON TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$1,041
-4.1%
260.0%0.00%0.0%
Q2 2023$1,085
+3.6%
260.0%0.00%0.0%
Q1 2023$1,047
+2.9%
260.0%0.00%0.0%
Q4 2022$1,017
+1.7%
26
+4.0%
0.00%0.0%
Q3 2022$1,0000.0%250.0%0.00%0.0%
Q2 2022$1,000250.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Geneva Partners, LLC 84,288$2,224,0003.16%
Ahrens Investment Partners LLC 97,493$2,572,0001.85%
Lehman & Derafelo Financial Resources LLC 121,281$3,199,0001.33%
Cornerstone Wealth Group, LLC 121,538$3,206,0001.13%
B. Riley Wealth Advisors, Inc. 230,263$6,075,0000.52%
Argent Advisors, Inc. 15,589$411,0000.41%
180 WEALTH ADVISORS, LLC 18,618$480,0000.25%
Lavaca Capital LLC 9,300$245,0000.24%
Gladstone Institutional Advisory LLC 19,031$502,0000.13%
Cambridge Advisors Inc. 10,015$264,0000.10%
View complete list of FIDELITY COVINGTON TRUST shareholders