Lws Wealth Advisors, Inc. Fidelity Covington Tr Msci Con 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	$41.47 - $43.59 $7.85 Million - $8.26 Million	-189,408 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$38.68 - $42.12 $206,938 - $225,342	5,350 Added 2.91%	189,408 $7.88 Million
Q4 2020 Jan 20, 2021	BUY	$37.27 - $40.78 $155,043 - $169,644	4,160 Added 2.31%	184,058 $7.49 Million
Q3 2020 Nov 10, 2020	SELL	$34.88 - $39.84 $70,841 - $80,915	-2,031 Reduced 1.12%	179,898 $6.87 Million
Q2 2020 Aug 05, 2020	BUY	$31.69 - $36.33 $3.28 Million - $3.76 Million	103,399 Added 131.67%	181,929 $6.34 Million
Q1 2020 May 04, 2020	BUY	$28.75 - $38.7 $93,840 - $126,316	3,264 Added 4.34%	78,530 $2.54 Million
Q4 2019 Feb 06, 2020	BUY	$35.82 - $37.84 $2.7 Million - $2.85 Million	75,266 New	75,266 $2.84 Million

Others Institutions Holding FSTA

# of Institutions

178

Shares Held

10.1M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

2.23M
Shares

$111 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.11M
Shares

$55.5 Million
0.28% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

435K
Shares

$21.7 Million
0.12% of portfolio
Morningstar Investment Services LLC Chicago, IL

417K
Shares

$20.8 Million
0.22% of portfolio
Commonwealth Equity Services, LLC

402K
Shares

$20.1 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI CON

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