Evergreen Wealth Solutions, LLC Fidelity Covington Tr Msci Inf Transaction History

Evergreen Wealth Solutions, LLC

  • $145 Million
  • Q1 2025

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 2,242 shares of FTEC stock, worth $459,475. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,242
Previous 1,290 73.8%
Holding current value
$459,475
Previous $238,000 51.68%
% of portfolio
0.25%
Previous 0.17%

Shares

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

May 14, 2025
BUY
$161.27 - $192.3 $153,529 - $183,069
952 Added 73.8%
2,242 $361,000
Q4 2024

Feb 14, 2025
BUY
$170.03 - $192.78 $219,338 - $248,686
1,290 New
1,290 $238,000
Q2 2024

Aug 14, 2024
SELL
$142.51 - $175.12 $36,340 - $44,655
-255 Reduced 10.99%
2,065 $354,000
Q1 2024

May 15, 2024
SELL
$137.1 - $157.55 $167,262 - $192,211
-1,220 Reduced 34.46%
2,320 $361,000
Q4 2023

Feb 07, 2024
SELL
$118.9 - $144.37 $39,237 - $47,642
-330 Reduced 8.53%
3,540 $508,000
Q3 2023

Nov 13, 2023
SELL
$121.1 - $135.73 $120,494 - $135,051
-995 Reduced 20.45%
3,870 $475,000
Q2 2023

Aug 11, 2023
SELL
$108.86 - $131.04 $298,820 - $359,704
-2,745 Reduced 36.07%
4,865 $635,000
Q1 2023

May 12, 2023
SELL
$92.02 - $113.95 $79,045 - $97,883
-859 Reduced 10.14%
7,610 $867,000
Q4 2022

Feb 14, 2023
SELL
$88.99 - $103.33 $37,019 - $42,985
-416 Reduced 4.68%
8,469 $800,000
Q3 2022

Nov 14, 2022
BUY
$90.93 - $115.63 $35,826 - $45,558
394 Added 4.64%
8,885 $808,000
Q2 2022

Aug 15, 2022
BUY
$93.52 - $125.2 $450,111 - $602,587
4,813 Added 130.86%
8,491 $819,000
Q1 2022

Apr 22, 2022
BUY
$108.47 - $136.53 $398,952 - $502,157
3,678 New
3,678 $453,000

Others Institutions Holding FTEC

# of Institutions
577
Shares Held
18.2M
Call Options Held
25.3K
Put Options Held
13.1K
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 Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, LLC 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 Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email