Congress Wealth Management LLC Fidelity Covington Tr Msci Inf Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Congress Wealth Management LLC holds 15,332 shares of FTEC stock, worth $2.67 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,332
Previous 9,714 57.83%
Holding current value
$2.67 Million
Previous $1.51 Million 73.76%
% of portfolio
0.04%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$142.51 - $175.12 $800,621 - $983,824
5,618 Added 57.83%
15,332 $2.63 Million
Q1 2024

Apr 18, 2024
BUY
$137.1 - $157.55 $640,394 - $735,916
4,671 Added 92.62%
9,714 $1.51 Million
Q4 2023

Feb 09, 2024
BUY
$118.9 - $144.37 $20,569 - $24,976
173 Added 3.55%
5,043 $724,000
Q3 2023

Oct 30, 2023
BUY
$121.1 - $135.73 $24,220 - $27,145
200 Added 4.28%
4,870 $598,000
Q2 2023

Jul 13, 2023
BUY
$108.86 - $131.04 $80,882 - $97,362
743 Added 18.92%
4,670 $610,000
Q1 2023

Apr 14, 2023
SELL
$92.02 - $113.95 $50,887 - $63,014
-553 Reduced 12.34%
3,927 $447,000
Q4 2022

Feb 02, 2023
SELL
$88.99 - $103.33 $355 - $413
-4 Reduced 0.09%
4,480 $423,000
Q3 2022

Nov 08, 2022
BUY
$90.93 - $115.63 $18,095 - $23,010
199 Added 4.64%
4,484 $408,000
Q1 2022

May 16, 2022
SELL
$108.47 - $136.53 $134,611 - $169,433
-1,241 Reduced 22.46%
4,285 $527,000
Q4 2021

Feb 04, 2022
BUY
$117.3 - $137.67 $648,199 - $760,764
5,526 New
5,526 $748,000

Others Institutions Holding FTEC

# of Institutions
470
Shares Held
14.9M
Call Options Held
18K
Put Options Held
4.9K
View Full List

About FIDELITY COVINGTON TR MSCI INF

FTEC Quotes by TradingView
  • Ticker FTEC
  • Sector ETFs
  • Industry ETFs
More about FTEC
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