Investment Research & Advisory Group, Inc. Fidelity Covington Tr Msci Inf Transaction History

Investment Research & Advisory Group, Inc.

$266 Million
Q2 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$118.9 - $144.37 $10,819 - $13,137	91 New	91 $13,000

Others Institutions Holding FTEC

# of Institutions

598

Shares Held

18.3M

Call Options Held

48K

Put Options Held

12K

Bank Of America Corp Charlotte, NC

2.25M
Shares

$514 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

2.09M
Shares

$479 Million
1.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.47M
Shares

$337 Million
0.05% of portfolio
Richard Bernstein Advisors LLC

1.41M
Shares

$322 Million
6.91% of portfolio
Commonwealth Equity Services, LLC

661K
Shares

$151 Million
0.17% of portfolio

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