Atria Wealth Solutions, Inc. Fidelity Covington Tr Msci Inf Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 103,923 shares of FTEC stock, worth $19.2 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

103,923

Previous 79,130 31.33%

Holding current value

$19.2 Million

Previous $14.6 Million 14.56%

% of portfolio

0.21%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$161.27 - $192.3 $4 Million - $4.77 Million	24,793 Added 31.33%	103,923 $16.8 Million
Q4 2024 Jan 31, 2025	SELL	$170.03 - $192.78 $1.86 Million - $2.11 Million	-10,929 Reduced 12.14%	79,130 $14.6 Million
Q3 2024 Nov 08, 2024	BUY	$152.9 - $180.39 $1.43 Million - $1.69 Million	9,345 Added 11.58%	90,059 $15.7 Million
Q2 2024 Jul 22, 2024	SELL	$142.51 - $175.12 $830,405 - $1.02 Million	-5,827 Reduced 6.73%	80,714 $13.8 Million
Q1 2024 May 13, 2024	BUY	$137.1 - $157.55 $302,579 - $347,712	2,207 Added 2.62%	86,541 $13.5 Million
Q4 2023 Feb 02, 2024	BUY	$118.9 - $144.37 $1.37 Million - $1.66 Million	11,482 Added 15.76%	84,334 $12.1 Million
Q3 2023 Nov 08, 2023	SELL	$121.1 - $135.73 $436,686 - $489,442	-3,606 Reduced 4.72%	72,852 $8.96 Million
Q2 2023 Aug 03, 2023	SELL	$108.86 - $131.04 $1.33 Million - $1.6 Million	-12,190 Reduced 13.75%	76,458 $9.99 Million
Q1 2023 Aug 22, 2023	BUY	$92.02 - $113.95 $2.33 Million - $2.88 Million	25,274 Added 33.06%	101,732 $11.6 Million
Q1 2023 Jun 14, 2023	SELL	$92.02 - $113.95 $1.2 Million - $1.49 Million	-13,084 Reduced 12.86%	88,648 $10.1 Million
Q1 2023 May 10, 2023	BUY	$92.02 - $113.95 $1.2 Million - $1.49 Million	13,084 Added 14.76%	101,732 $11.6 Million
Q4 2022 Aug 30, 2023	BUY	$88.99 - $103.33 $1.08 Million - $1.26 Million	12,190 Added 15.94%	88,648 $8.38 Million
Q4 2022 Feb 13, 2023	SELL	$88.99 - $103.33 $4.23 Million - $4.91 Million	-47,524 Reduced 34.9%	88,648 $8.38 Million
Q3 2022 Feb 13, 2023	BUY	$90.93 - $115.63 $471,562 - $599,657	5,186 Added 3.96%	136,172 $12.8 Million
Q3 2022 Nov 14, 2022	BUY	$90.93 - $115.63 $250,694 - $318,791	2,757 Added 2.15%	130,986 $12.1 Million
Q2 2022 Aug 15, 2022	BUY	$93.52 - $125.2 $1.4 Million - $1.88 Million	15,007 Added 13.25%	128,229 $12.4 Million
Q1 2022 May 16, 2022	BUY	$108.47 - $136.53 $12.3 Million - $15.5 Million	113,222 New	113,222 $13.9 Million

Others Institutions Holding FTEC

# of Institutions

562

Shares Held

18.1M

Call Options Held

25.3K

Put Options Held

13.1K

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About FIDELITY COVINGTON TR MSCI INF

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Atria Wealth Solutions, Inc. Fidelity Covington Tr Msci Inf Transaction History