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

562

Shares Held

18.2M

Call Options Held

25.3K

Put Options Held

13.1K

Bank Of America Corp Charlotte, NC

2.38M
Shares

$465 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

2.03M
Shares

$396 Million
1.36% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.5M
Shares

$293 Million
0.05% of portfolio
Richard Bernstein Advisors LLC

1.49M
Shares

$291 Million
5.85% of portfolio
Commonwealth Equity Services, LLC

744K
Shares

$145 Million
0.17% of portfolio

About FIDELITY COVINGTON TR MSCI INF

Ticker FTEC
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