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 $360,032. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,065
Previous 2,320
10.99%
Holding current value
$360,032
Previous $361,000
1.94%
% of portfolio
0.25%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding FTEC
# of Institutions
470Shares Held
14.9MCall Options Held
18KPut Options Held
4.9K-
Charles Schwab Investment Management Inc San Francisco, CA2.3MShares$400 Million0.08% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.85MShares$323 Million1.78% of portfolio
-
Churchill Management Corp1.28MShares$224 Million2.59% of portfolio
-
International Assets Investment Management, LLC Orlando, FL811KShares$141 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC781KShares$136 Million0.21% of portfolio