Ever Source Wealth Advisors, LLC Fidelity Covington Tr Msci Inf Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 174 shares of FTEC stock, worth $32,163. This represents 0.0% of its overall portfolio holdings.

Number of Shares
174
Previous 905 80.77%
Holding current value
$32,163
Previous $167,000 83.23%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 13, 2025
SELL
$161.27 - $192.3 $117,888 - $140,571
-731 Reduced 80.77%
174 $28,000
Q4 2024

Feb 07, 2025
BUY
$170.03 - $192.78 $153,877 - $174,465
905 New
905 $167,000
Q2 2024

Aug 13, 2024
BUY
$142.51 - $175.12 $27,219 - $33,447
191 New
191 $32,000
Q1 2023

May 11, 2023
BUY
$92.02 - $113.95 $10,766 - $13,332
117 New
117 $13,000

Others Institutions Holding FTEC

# of Institutions
562
Shares Held
18.1M
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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email