Heritage Wealth Management, LLC Fidelity Covington Tr Msci Inf Call Options Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FTEC

# of Institutions

475

Shares Held

16.7M

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
Richard Bernstein Advisors LLC

1.59M
Shares

$297 Million
6.0% 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

About FIDELITY COVINGTON TR MSCI INF

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