Instrumental Wealth, LLC Fidelity Covington Tr Msci Inf Transaction History

Instrumental Wealth, LLC

$126 Billion
Q2 2025

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 2,876 shares of FTEC stock, worth $657,971. This represents 0.46% of its overall portfolio holdings.

Number of Shares

2,876

Previous 2,788 3.16%

Holding current value

$657,971

Previous $453 Million 27.61%

% of portfolio

0.46%

Previous 0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$139.8 - $197.22 $12,302 - $17,355	88 Added 3.16%	2,876 $578 Million
Q1 2025 Apr 28, 2025	BUY	$161.27 - $192.3 $43,865 - $52,305	272 Added 10.81%	2,788 $453 Million
Q4 2024 Feb 24, 2025	BUY	$170.03 - $192.78 $23,294 - $26,410	137 Added 5.76%	2,516 $467 Million
Q3 2024 Oct 15, 2024	BUY	$152.9 - $180.39 $15,748 - $18,580	103 Added 4.53%	2,379 $430 Million
Q2 2024 Jul 26, 2024	BUY	$142.51 - $175.12 $4,987 - $6,129	35 Added 1.56%	2,276 $376 Million
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

598

Shares Held

18.3M

Call Options Held

48K

Put Options Held

12K

View Full List

About FIDELITY COVINGTON TR MSCI INF

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Instrumental Wealth, LLC Fidelity Covington Tr Msci Inf Transaction History