Baron Silver Stevens Financial Advisors, LLC Fidelity Covington Tr Msci Inf Transaction History

Baron Silver Stevens Financial Advisors, LLC

$527 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$100.32 - $112.48 $37,519 - $42,067	-374 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$88.11 - $104.93 $32,953 - $39,243	374 New	374 $39,000

Others Institutions Holding FTEC

# of Institutions

465

Shares Held

14.1M

Call Options Held

19.2K

Put Options Held

6.1K

Charles Schwab Investment Management Inc San Francisco, CA

2.3M
Shares

$386 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.85M
Shares

$312 Million
1.78% of portfolio
Churchill Management Corp

1.27M
Shares

$214 Million
2.59% of portfolio
Commonwealth Equity Services, LLC

844K
Shares

$142 Million
0.23% of portfolio
Envestnet Asset Management Inc

427K
Shares

$71.8 Million
0.03% of portfolio

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About FIDELITY COVINGTON TR MSCI INF

Ticker FTEC
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