Cox Capital Mgt LLC Fidelity Covington Tr Msci Inf Transaction History

Cox Capital Mgt LLC

$163 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 11, 2023	BUY	$92.02 - $113.95 $165,636 - $205,110	1,800 New	1,800 $205,000

Others Institutions Holding FTEC

# of Institutions

465

Shares Held

14.1M

Call Options Held

19.2K

Put Options Held

6.1K

Charles Schwab Investment Management Inc San Francisco, CA

2.3M
Shares

$386 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.85M
Shares

$312 Million
1.78% of portfolio
Churchill Management Corp

1.27M
Shares

$214 Million
2.59% of portfolio
Commonwealth Equity Services, LLC

844K
Shares

$142 Million
0.23% of portfolio
Envestnet Asset Management Inc

427K
Shares

$71.8 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI INF

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