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

335

Shares Held

17.8M

Call Options Held

4.8K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

3.45M
Shares

$235 Million
0.06% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.85M
Shares

$126 Million
0.77% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

1.02M
Shares

$69.3 Million
0.8% of portfolio
Commonwealth Equity Services, LLC

549K
Shares

$37.3 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

484K
Shares

$32.9 Million
0.02% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

Ticker FHLC
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