Evergreen Wealth Solutions, LLC Fidelity Covington Tr Msci Inf Transaction History
Evergreen Wealth Solutions, LLC
- $140 Million
- Q2 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 2,065 shares of FTEC stock, worth $359,062. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,065
Previous 2,320
10.99%
Holding current value
$359,062
Previous $361,000
1.94%
% of portfolio
0.25%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding FTEC
# of Institutions
465Shares Held
14.1MCall Options Held
19.2KPut Options Held
6.1K-
Charles Schwab Investment Management Inc San Francisco, CA2.3MShares$399 Million0.08% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.85MShares$323 Million1.78% of portfolio
-
Churchill Management Corp1.27MShares$221 Million2.59% of portfolio
-
Commonwealth Equity Services, LLC844KShares$147 Million0.23% of portfolio
-
Envestnet Asset Management Inc427KShares$74.2 Million0.03% of portfolio