Clearview Wealth Advisors LLC Fidelity Covington Tr Msci Inf Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	SELL	$108.86 - $131.04 $6,967 - $8,386	-64 Reduced 6.45%	928 $121,000
Q1 2023 Apr 12, 2023	SELL	$92.02 - $113.95 $1,656 - $2,051	-18 Reduced 1.78%	992 $113,000
Q4 2022 Jan 31, 2023	SELL	$88.99 - $103.33 $1,156 - $1,343	-13 Reduced 1.27%	1,010 $95,000
Q3 2022 Oct 18, 2022	SELL	$90.93 - $115.63 $8,274 - $10,522	-91 Reduced 8.17%	1,023 $93,000
Q2 2022 Aug 05, 2022	SELL	$93.52 - $125.2 $15,243 - $20,407	-163 Reduced 12.76%	1,114 $108,000
Q1 2022 Apr 29, 2022	SELL	$108.47 - $136.53 $9,328 - $11,741	-86 Reduced 6.31%	1,277 $157,000
Q4 2021 Feb 02, 2022	SELL	$117.3 - $137.67 $49,969 - $58,647	-426 Reduced 23.81%	1,363 $185,000
Q3 2021 Nov 02, 2021	SELL	$117.35 - $126.82 $780,729 - $843,733	-6,653 Reduced 78.81%	1,789 $212,000
Q2 2021 Jul 30, 2021	SELL	$103.96 - $118.18 $860,580 - $978,294	-8,278 Reduced 49.51%	8,442 $994,000
Q1 2021 May 06, 2021	BUY	$100.32 - $112.48 $30,196 - $33,856	301 Added 1.83%	16,720 $1.77 Million
Q4 2020 Jan 21, 2021	BUY	$88.11 - $104.93 $1.45 Million - $1.72 Million	16,419 New	16,419 $1.72 Million

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

$504 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.27M
Shares

$436 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.91M
Shares

$367 Million
1.64% of portfolio
Richard Bernstein Advisors LLC

1.59M
Shares

$306 Million
6.0% of portfolio
Churchill Management Corp

1.28M
Shares

$246 Million
2.59% of portfolio

About FIDELITY COVINGTON TR MSCI INF

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