Calton & Associates, Inc. Fidelity Covington Tr Msci Inf Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$48.79 - $56.12 $135,197 - $155,508	-2,771 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$46.28 - $51.01 $128,241 - $141,348	2,771	2,771 $150,000

Others Institutions Holding FTEC

# of Institutions

484

Shares Held

20.2M

Call Options Held

24.9K

Put Options Held

7.6K

Bank Of America Corp Charlotte, NC

2.62M
Shares

$485 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.27M
Shares

$420 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.91M
Shares

$354 Million
1.64% of portfolio
Richard Bernstein Advisors LLC

1.59M
Shares

$295 Million
6.0% of portfolio
Churchill Management Corp

1.28M
Shares

$237 Million
2.59% of portfolio

About FIDELITY COVINGTON TR MSCI INF

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