Concord Wealth Partners Fidelity Covington Tr Msci Inf Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025

A detailed history of Concord Wealth Partners transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Concord Wealth Partners holds 1,550 shares of FTEC stock, worth $253,285. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,550
Previous 1,149 34.9%
Holding current value
$253,285
Previous $212,000 17.45%
% of portfolio
0.04%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$161.27 - $192.3 $64,669 - $77,112
401 Added 34.9%
1,550 $249,000
Q4 2024

Jan 23, 2025
BUY
$170.03 - $192.78 $170 - $192
1 Added 0.09%
1,149 $212,000
Q3 2024

Oct 24, 2024
BUY
$152.9 - $180.39 $305 - $360
2 Added 0.17%
1,148 $200,000
Q2 2024

Jul 31, 2024
BUY
$142.51 - $175.12 $142 - $175
1 Added 0.09%
1,146 $196,000
Q1 2024

Apr 30, 2024
BUY
$137.1 - $157.55 $274 - $315
2 Added 0.17%
1,145 $178,000
Q4 2023

Apr 30, 2024
BUY
$118.9 - $144.37 $475 - $577
4 Added 0.35%
1,143 $164,000
Q4 2023

Feb 05, 2024
BUY
$118.9 - $144.37 $475 - $577
4 Added 0.35%
1,143 $164,000
Q3 2023

Apr 30, 2024
SELL
$121.1 - $135.73 $484 - $542
-4 Reduced 0.35%
1,139 $140,000
Q3 2023

Oct 25, 2023
BUY
$121.1 - $135.73 $242 - $271
2 Added 0.18%
1,139 $140,000
Q2 2023

Aug 07, 2023
BUY
$108.86 - $131.04 $217 - $262
2 Added 0.18%
1,137 $148,000
Q1 2023

Apr 26, 2023
BUY
$92.02 - $113.95 $184 - $227
2 Added 0.18%
1,135 $129,000
Q4 2022

Jan 27, 2023
BUY
$88.99 - $103.33 $100,825 - $117,072
1,133 New
1,133 $107,000
Q2 2022

Aug 04, 2022
BUY
$93.52 - $125.2 $280 - $375
3 Added 0.27%
1,128 $109,000
Q1 2022

Apr 20, 2022
BUY
$108.47 - $136.53 $216 - $273
2 Added 0.18%
1,125 $138,000
Q4 2021

Jan 21, 2022
BUY
$117.3 - $137.67 $131,727 - $154,603
1,123 New
1,123 $152,000

Others Institutions Holding FTEC

# of Institutions
543
Shares Held
19M
Call Options Held
23.4K
Put Options Held
8.9K
View Full List

About FIDELITY COVINGTON TR MSCI INF

FTEC Quotes by TradingView
  • Ticker FTEC
  • Sector ETFs
  • Industry ETFs
More about FTEC
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email