Kerntke Otto Mc Glone Wealth Management Group Fidelity Covington Tr Msci Inf Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$131 Million
Q3 2025

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 09, 2021	SELL	$117.35 - $126.82 $326,467 - $352,813	-2,782 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$103.96 - $118.18 $41,272 - $46,917	-397 Reduced 12.49%	2,782 $328,000
Q1 2021 May 14, 2021	BUY	$100.32 - $112.48 $300 - $337	3 Added 0.09%	3,179 $337,000
Q4 2020 Feb 12, 2021	SELL	$88.11 - $104.93 $69,342 - $82,579	-787 Reduced 19.86%	3,176 $332,000
Q3 2020 Nov 12, 2020	BUY	$82.47 - $99.96 $6,515 - $7,896	79 Added 2.03%	3,963 $365,000
Q2 2020 Jul 31, 2020	BUY	$59.66 - $82.42 $231,719 - $320,119	3,884 New	3,884 $319,000

Others Institutions Holding FTEC

# of Institutions

611

Shares Held

18.4M

Call Options Held

46.9K

Put Options Held

11.6K

Bank Of America Corp Charlotte, NC

2.25M
Shares

$519 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

2.09M
Shares

$483 Million
1.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.47M
Shares

$340 Million
0.05% of portfolio
Richard Bernstein Advisors LLC

1.41M
Shares

$325 Million
6.91% of portfolio
Commonwealth Equity Services, LLC

719K
Shares

$166 Million
0.21% of portfolio

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