Loring Wolcott & Coolidge Fiduciary Advisors LLP Fidelity Covington Tr Msci Inf Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	$45.74 - $60.45 $50,954 - $67,341	-1,114 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	$50.57 - $57.73 $56,334 - $64,311	1,114 New	1,114 $62,000

Others Institutions Holding FTEC

# of Institutions

484

Shares Held

20.2M

Call Options Held

24.9K

Put Options Held

7.6K

Bank Of America Corp Charlotte, NC

2.62M
Shares

$493 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.27M
Shares

$427 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.91M
Shares

$360 Million
1.64% of portfolio
Richard Bernstein Advisors LLC

1.59M
Shares

$300 Million
6.0% of portfolio
Churchill Management Corp

1.28M
Shares

$241 Million
2.59% of portfolio

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