Cascade Investment Advisors, Inc. Fidelity Covington Tr Msci Inf Transaction History

Cascade Investment Advisors, Inc.

$156 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$92.02 - $113.95 $8,925 - $11,053	97 New	97 $11,000
Q1 2021 Apr 23, 2021	BUY	$100.32 - $112.48 $9,731 - $10,910	97 New	97 $10,000

Others Institutions Holding FTEC

# of Institutions

471

Shares Held

15.1M

Call Options Held

18K

Put Options Held

4.9K

Charles Schwab Investment Management Inc San Francisco, CA

2.3M
Shares

$427 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.85M
Shares

$345 Million
1.78% of portfolio
Churchill Management Corp

1.28M
Shares

$239 Million
2.59% of portfolio
International Assets Investment Management, LLC Orlando, FL

811K
Shares

$151 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

781K
Shares

$145 Million
0.21% of portfolio

About FIDELITY COVINGTON TR MSCI INF

Ticker FTEC
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