Clearstead Advisors, LLC Fidelity Covington Tr Msci Inf Transaction History

Clearstead Advisors, LLC

$5.78 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	BUY	$121.1 - $135.73 $3,633 - $4,071	30 New	30 $3,000
Q2 2022 Aug 12, 2022	SELL	$93.52 - $125.2 $374 - $500	-4 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$108.47 - $136.53 $433 - $546	4 New	4 $0

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

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