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

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
Sector ETFs
Industry ETFs

More about FTEC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.