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

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$54.79 - $80.84 $6,081 - $8,973	-111 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$61.98 - $72.7 $6,879 - $8,069	111 New	111 $8,000

Others Institutions Holding FTEC

# of Institutions

453

Shares Held

14.3M

Call Options Held

23.1K

Put Options Held

6.6K

Charles Schwab Investment Management Inc San Francisco, CA

3.23M
Shares

$571 Million
0.12% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.8M
Shares

$318 Million
1.66% of portfolio
Churchill Management Corp

1.26M
Shares

$224 Million
2.46% of portfolio
Commonwealth Equity Services, LLC

823K
Shares

$146 Million
0.21% of portfolio
Envestnet Asset Management Inc

436K
Shares

$77.2 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI INF

Ticker FTEC
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