Marotta Asset Management Fidelity Covington Tr Msci Inf Transaction History
Marotta Asset Management
- $484 Million
- Q2 2024
A detailed history of Marotta Asset Management transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Marotta Asset Management holds 14,140 shares of FTEC stock, worth $2.3 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
14,140
Previous 10,433
35.53%
Holding current value
$2.3 Million
Previous $1.63 Million
49.23%
% of portfolio
0.5%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding FTEC
# of Institutions
465Shares Held
14.1MCall Options Held
19.2KPut Options Held
6.1K-
Charles Schwab Investment Management Inc San Francisco, CA2.3MShares$373 Million0.08% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.85MShares$301 Million1.78% of portfolio
-
Churchill Management Corp1.27MShares$207 Million2.59% of portfolio
-
Commonwealth Equity Services, LLC844KShares$137 Million0.23% of portfolio
-
Envestnet Asset Management Inc427KShares$69.3 Million0.03% of portfolio