Live Oak Investment Partners Fidelity Covington Tr Msci Inf Transaction History

Live Oak Investment Partners

$123 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$92.02 - $113.95 $8,373 - $10,369	-91 Closed	0 $0
Q4 2022 Feb 15, 2023	BUY	$88.99 - $103.33 $8,098 - $9,403	91 New	91 $8,000

Others Institutions Holding FTEC

# of Institutions

493

Shares Held

19.5M

Call Options Held

24.9K

Put Options Held

7.6K

Bank Of America Corp Charlotte, NC

2.62M
Shares

$490 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.27M
Shares

$424 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.91M
Shares

$357 Million
1.64% of portfolio
Richard Bernstein Advisors LLC

1.59M
Shares

$298 Million
6.0% of portfolio
Churchill Management Corp

1.29M
Shares

$241 Million
2.63% of portfolio

About FIDELITY COVINGTON TR MSCI INF

Ticker FTEC
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