Avaii Wealth Management, LLC Fidelity Covington Tr Msci Inf Transaction History
Avaii Wealth Management, LLC
- $168 Million
- Q1 2024
A detailed history of Avaii Wealth Management, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 9,149 shares of FTEC stock, worth $1.61 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
9,149
Previous 42,875
78.66%
Holding current value
$1.61 Million
Previous $6.16 Million
76.86%
% of portfolio
0.85%
Previous 4.05%
Shares
4 transactions
Others Institutions Holding FTEC
# of Institutions
452Shares Held
14.3MCall Options Held
23.1KPut Options Held
6.6K-
Charles Schwab Investment Management Inc San Francisco, CA3.23MShares$569 Million0.12% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.8MShares$317 Million1.66% of portfolio
-
Churchill Management Corp1.26MShares$222 Million2.46% of portfolio
-
Commonwealth Equity Services, LLC823KShares$145 Million0.21% of portfolio
-
Envestnet Asset Management Inc436KShares$76.8 Million0.03% of portfolio