Instrumental Wealth, LLC Fidelity Covington Tr Msci Inf Transaction History

Instrumental Wealth, LLC

  • $230 Billion
  • Q1 2024

A detailed history of Instrumental Wealth, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Instrumental Wealth, LLC holds 2,241 shares of FTEC stock, worth $381,754. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,241
Previous 2,030 10.39%
Holding current value
$381,754
Previous $306 Million 19.94%
% of portfolio
0.16%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 29, 2024
BUY
$137.1 - $157.55 $28,928 - $33,243
211 Added 10.39%
2,241 $367 Million
Q4 2023

Jan 25, 2024
BUY
$118.9 - $144.37 $2,140 - $2,598
18 Added 0.89%
2,030 $306 Million
Q3 2023

Oct 18, 2023
BUY
$121.1 - $135.73 $18,891 - $21,173
156 Added 8.41%
2,012 $254 Million
Q2 2023

Jul 13, 2023
BUY
$108.86 - $131.04 $202,044 - $243,210
1,856 New
1,856 $243 Million

Others Institutions Holding FTEC

# of Institutions
454
Shares Held
14.3M
Call Options Held
23.1K
Put Options Held
6.6K
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 Instrumental Wealth, LLC Portfolio

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

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email