Planning Directions Inc Fidelity Covington Tr Msci Inf Transaction History

Planning Directions Inc

$140 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 21, 2020	SELL	$59.66 - $82.42 $349,368 - $482,651	-5,856 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$54.79 - $80.84 $320,850 - $473,399	5,856 New	5,856 $367,000

Others Institutions Holding FTEC

# of Institutions

452

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

$569 Million
0.12% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.8M
Shares

$317 Million
1.66% of portfolio
Churchill Management Corp

1.26M
Shares

$222 Million
2.46% of portfolio
Commonwealth Equity Services, LLC

823K
Shares

$145 Million
0.21% of portfolio
Envestnet Asset Management Inc

436K
Shares

$76.8 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI INF

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