Burleson & Company, LLC Fidelity Covington Tr Msci Inf Transaction History

Burleson & Company, LLC

$384 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$103.96 - $118.18 $1,039 - $1,181	-10 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$100.32 - $112.48 $1,003 - $1,124	10 New	10 $1,000

Others Institutions Holding FTEC

# of Institutions

452

Shares Held

14.3M

Call Options Held

23.1K

Put Options Held

6.6K

Charles Schwab Investment Management Inc San Francisco, CA

3.23M
Shares

$571 Million
0.12% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.8M
Shares

$318 Million
1.66% of portfolio
Churchill Management Corp

1.26M
Shares

$224 Million
2.46% of portfolio
Commonwealth Equity Services, LLC

823K
Shares

$146 Million
0.21% of portfolio
Envestnet Asset Management Inc

436K
Shares

$77.2 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI INF

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