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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q2 2025

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

599

Shares Held

18.3M

Call Options Held

48K

Put Options Held

12K

Bank Of America Corp Charlotte, NC

2.25M
Shares

$506 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

2.09M
Shares

$471 Million
1.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.47M
Shares

$332 Million
0.05% of portfolio
Richard Bernstein Advisors LLC

1.41M
Shares

$316 Million
6.91% of portfolio
Commonwealth Equity Services, LLC

661K
Shares

$149 Million
0.17% of portfolio

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