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

Sky Oak Wealth, LLC

$445 Million
Q3 2024

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

484

Shares Held

20.2M

Call Options Held

24.9K

Put Options Held

7.6K

Bank Of America Corp Charlotte, NC

2.62M
Shares

$503 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.27M
Shares

$435 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.91M
Shares

$367 Million
1.64% of portfolio
Richard Bernstein Advisors LLC

1.59M
Shares

$306 Million
6.0% of portfolio
Churchill Management Corp

1.28M
Shares

$246 Million
2.59% of portfolio

About FIDELITY COVINGTON TR MSCI INF

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