Lws Wealth Advisors, Inc. Fidelity Covington Tr Msci Hea Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 23, 2021	SELL	$58.75 - $63.84 $7.82 Million - $8.5 Million	-133,115 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$56.27 - $61.08 $54,413 - $59,064	967 Added 0.73%	133,115 $7.85 Million
Q4 2020 Jan 20, 2021	BUY	$51.24 - $57.75 $86,954 - $98,001	1,697 Added 1.3%	132,148 $7.63 Million
Q3 2020 Nov 10, 2020	BUY	$50.19 - $54.1 $441,119 - $475,484	8,789 Added 7.22%	130,451 $6.86 Million
Q2 2020 Aug 05, 2020	BUY	$41.21 - $51.19 $2.52 Million - $3.13 Million	61,112 Added 100.93%	121,662 $6.06 Million
Q1 2020 May 04, 2020	BUY	$36.18 - $51.11 $31,440 - $44,414	869 Added 1.46%	60,550 $2.6 Million
Q4 2019 Feb 06, 2020	BUY	$42.3 - $50.02 $2.52 Million - $2.99 Million	59,681 New	59,681 $2.97 Million

Others Institutions Holding FHLC

# of Institutions

337

Shares Held

14.7M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.74M
Shares

$119 Million
0.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.56M
Shares

$107 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$35.6 Million
0.06% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

508K
Shares

$34.8 Million
0.2% of portfolio
Morgan Stanley New York, NY

417K
Shares

$28.6 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

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