Halpern Financial, Inc. Fidelity Covington Tr Msci Inf Transaction History
Halpern Financial, Inc.
- $364 Billion
- Q2 2024
A detailed history of Halpern Financial, Inc. transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Halpern Financial, Inc. holds 66,040 shares of FTEC stock, worth $10.7 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
66,040
Previous 85,906
23.13%
Holding current value
$10.7 Million
Previous $13.3 Billion
14.78%
% of portfolio
3.11%
Previous 3.86%
Shares
19 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