Ellevest, Inc. Fidelity Covington Tr Msci Inf Transaction History

Ellevest, Inc.

$1.66 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$92.02 - $113.95 $14,907 - $18,459	162 New	162 $18,000
Q1 2020 Apr 13, 2020	SELL	$54.79 - $80.84 $25,093 - $37,024	-458 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$61.98 - $72.7 $28,386 - $33,296	458 New	458 $33,000

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

Ticker FTEC
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