Instrumental Wealth, LLC Fidelity Covington Tr Msci Inf Transaction History
Instrumental Wealth, LLC
- $96.8 Billion
- Q2 2024
A detailed history of Instrumental Wealth, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Instrumental Wealth, LLC holds 2,276 shares of FTEC stock, worth $369,531. This represents 0.39% of its overall portfolio holdings.
Number of Shares
2,276
Previous 2,241
1.56%
Holding current value
$369,531
Previous $367 Million
2.43%
% of portfolio
0.39%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding FTEC
# of Institutions
465Shares Held
14.1MCall Options Held
19.2KPut Options Held
6.1K-
Charles Schwab Investment Management Inc San Francisco, CA2.3MShares$373 Million0.08% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.85MShares$301 Million1.78% of portfolio
-
Churchill Management Corp1.27MShares$207 Million2.59% of portfolio
-
Commonwealth Equity Services, LLC844KShares$137 Million0.23% of portfolio
-
Envestnet Asset Management Inc427KShares$69.3 Million0.03% of portfolio