Swmg, LLC Fidelity Covington Tr Msci Inf Transaction History

Swmg, LLC

$224 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$137.1 - $157.55 $76,913 - $88,385	561 Added 33.08%	2,257 $351,000
Q4 2023 Feb 15, 2024	BUY	$118.9 - $144.37 $201,654 - $244,851	1,696 New	1,696 $243,000

Others Institutions Holding FTEC

# of Institutions

467

Shares Held

14.1M

Call Options Held

19.2K

Put Options Held

6.1K

Charles Schwab Investment Management Inc San Francisco, CA

2.3M
Shares

$399 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.85M
Shares

$323 Million
1.78% of portfolio
Churchill Management Corp

1.27M
Shares

$221 Million
2.59% of portfolio
Commonwealth Equity Services, LLC

844K
Shares

$147 Million
0.23% of portfolio
Envestnet Asset Management Inc

427K
Shares

$74.3 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI INF

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