A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,734 shares of FTEC stock, worth $301,663. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,734
Previous 2,215 21.72%
Holding current value
$301,663
Previous $345,000 13.91%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 09, 2024

SELL
$142.51 - $175.12 $68,547 - $84,232
-481 Reduced 21.72%
1,734 $297,000
Q1 2024

May 06, 2024

BUY
$137.1 - $157.55 $27,694 - $31,825
202 Added 10.03%
2,215 $345,000
Q3 2023

Nov 02, 2023

SELL
$121.1 - $135.73 $141,081 - $158,125
-1,165 Reduced 36.66%
2,013 $247,000
Q2 2023

Aug 11, 2023

BUY
$108.86 - $131.04 $90,789 - $109,287
834 Added 35.58%
3,178 $415,000
Q1 2023

May 09, 2023

SELL
$92.02 - $113.95 $16,103 - $19,941
-175 Reduced 6.95%
2,344 $267,000
Q4 2022

Feb 07, 2023

SELL
$88.99 - $103.33 $53,482 - $62,101
-601 Reduced 19.26%
2,519 $238,000
Q3 2022

Nov 02, 2022

BUY
$90.93 - $115.63 $283,701 - $360,765
3,120 New
3,120 $284,000
Q2 2022

Aug 02, 2022

SELL
$93.52 - $125.2 $246,238 - $329,651
-2,633 Closed
0 $0
Q1 2022

May 13, 2022

SELL
$108.47 - $136.53 $64,105 - $80,689
-591 Reduced 18.33%
2,633 $324,000
Q4 2021

Feb 14, 2022

BUY
$117.3 - $137.67 $155,305 - $182,275
1,324 Added 69.68%
3,224 $436,000
Q1 2021

May 17, 2021

BUY
$100.32 - $112.48 $190,608 - $213,712
1,900 New
1,900 $201,000

Others Institutions Holding FTEC

About FIDELITY COVINGTON TR MSCI INF


  • Ticker FTEC
  • Sector ETFs
  • Industry ETFs
More about FTEC
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.