Lodestone Wealth Management LLC Fidelity Covington Tr Msci Inf Transaction History

Lodestone Wealth Management LLC

$190 Billion
Q2 2024

A detailed history of Lodestone Wealth Management LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,735 shares of FTEC stock, worth $295,557. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,735

Previous 1,744 0.52%

Holding current value

$295,557

Previous $272 Million 9.49%

% of portfolio

0.16%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$142.51 - $175.12 $1,282 - $1,576	-9 Reduced 0.52%	1,735 $298 Million
Q1 2024 Apr 30, 2024	BUY	$137.1 - $157.55 $822 - $945	6 Added 0.35%	1,744 $272 Million
Q4 2023 Jan 24, 2024	SELL	$118.9 - $144.37 $20,213 - $24,542	-170 Reduced 8.91%	1,738 $250 Million
Q3 2023 Oct 20, 2023	SELL	$121.1 - $135.73 $97,727 - $109,534	-807 Reduced 29.72%	1,908 $235 Million
Q2 2023 Jul 25, 2023	SELL	$108.86 - $131.04 $168,515 - $202,849	-1,548 Reduced 36.31%	2,715 $355 Million

Q1 2023 May 15, 2023	SELL	$92.02 - $113.95 $276 - $341	-3 Reduced 0.07%	4,263 $486 Million
Q4 2022 Feb 09, 2023	BUY	$91.11 - $103.33 $388,675 - $440,805	4,266 New	4,266 $403 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

Ticker FTEC
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Lodestone Wealth Management LLC Fidelity Covington Tr Msci Inf Transaction History