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

Kerntke Otto Mc Glone Wealth Management Group

$130 Million
Q4 2024

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

548

Shares Held

20.6M

Call Options Held

23.4K

Put Options Held

8.9K

Bank Of America Corp Charlotte, NC

2.57M
Shares

$491 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.19M
Shares

$420 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.95M
Shares

$373 Million
1.66% of portfolio
Richard Bernstein Advisors LLC

1.56M
Shares

$299 Million
6.59% of portfolio
Churchill Management Corp

1.29M
Shares

$247 Million
2.63% of portfolio

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