Global Wealth Management Investment Advisory, Inc. Fidelity Covington Tr Msci Inf Transaction History

Global Wealth Management Investment Advisory, Inc.

$429 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$108.86 - $131.04 $14,587 - $17,559	134 New	134 $17,000
Q1 2022 May 17, 2022	BUY	$108.47 - $136.53 $108 - $136	1 Added 0.7%	143 $18,000
Q4 2021 Feb 15, 2022	SELL	$117.3 - $137.67 $26,157 - $30,700	-223 Reduced 61.1%	142 $19,000
Q3 2021 Nov 16, 2021	BUY	$117.35 - $126.82 $42,832 - $46,289	365 New	365 $43,000
Q3 2019 Nov 14, 2019	SELL	$60.39 - $66.03 $12,078 - $13,206	-200 Closed	0 $0
Q2 2019 Aug 20, 2019	BUY	$56.42 - $63.19 $11,284 - $12,638	200 New	200 $12,000

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

View Full List

About FIDELITY COVINGTON TR MSCI INF

Ticker FTEC
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