Sky Oak Wealth, LLC Fidelity Covington Tr Msci Inf Transaction History

Sky Oak Wealth, LLC

$454 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$54.79 - $80.84 $361,394 - $533,220	-6,596 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$61.98 - $72.7 $408,820 - $479,529	6,596 New	6,596 $478,000

Others Institutions Holding FTEC

# of Institutions

550

Shares Held

18.1M

Call Options Held

25K

Put Options Held

9.1K

Bank Of America Corp Charlotte, NC

2.57M
Shares

$419 Million
0.04% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.95M
Shares

$319 Million
1.66% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.5M
Shares

$246 Million
0.05% of portfolio
Richard Bernstein Advisors LLC

1.49M
Shares

$243 Million
5.85% of portfolio
Commonwealth Equity Services, LLC

744K
Shares

$122 Million
0.17% of portfolio

About FIDELITY COVINGTON TR MSCI INF

Ticker FTEC
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