Independent Wealth Network Inc. Fidelity Covington Tr Msci Inf Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Independent Wealth Network Inc. holds 1,888 shares of FTEC stock, worth $351,186. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,888

Previous 1,785 5.77%

Holding current value

$351,186

Previous $306,000 7.52%

% of portfolio

0.15%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$152.9 - $180.39 $15,748 - $18,580	103 Added 5.77%	1,888 $329,000
Q2 2024 Jul 18, 2024	SELL	$142.51 - $175.12 $2,850 - $3,502	-20 Reduced 1.11%	1,785 $306,000
Q1 2024 May 20, 2024	BUY	$137.1 - $157.55 $247,465 - $284,377	1,805 New	1,805 $281,000
Q4 2023 Jan 12, 2024	SELL	$118.9 - $144.37 $7,134 - $8,662	-60 Reduced 2.99%	1,945 $279,000
Q1 2023 Apr 18, 2023	BUY	$92.02 - $113.95 $184,500 - $228,469	2,005 New	2,005 $228,000
Q2 2022 Jul 26, 2022	SELL	$93.52 - $125.2 $182,270 - $244,014	-1,949 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$108.47 - $136.53 $3,362 - $4,232	-31 Reduced 1.57%	1,949 $240,000
Q4 2021 Feb 10, 2022	SELL	$117.3 - $137.67 $47,154 - $55,343	-402 Reduced 16.88%	1,980 $268,000
Q3 2021 Nov 04, 2021	BUY	$117.35 - $126.82 $279,527 - $302,085	2,382 New	2,382 $310,000

Others Institutions Holding FTEC

# of Institutions

475

Shares Held

16.7M

Call Options Held

18K

Put Options Held

4.9K

View Full List

About FIDELITY COVINGTON TR MSCI INF

Ticker FTEC
Sector ETFs
Industry ETFs

More about FTEC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Fidelity Covington Tr Msci Inf Transaction History