Milestone Wealth, LLC Fidelity Covington Tr Msci Inf Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Milestone Wealth, LLC holds 2,791 shares of FTEC stock, worth $485,550. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,791
Previous 2,791
-0.0%
Holding current value
$485,550
Previous $269,000
-0.0%
% of portfolio
0.29%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding FTEC
# of Institutions
467Shares Held
14.1MCall Options Held
19.2KPut Options Held
6.1K-
Charles Schwab Investment Management Inc San Francisco, CA2.3MShares$399 Million0.08% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.85MShares$323 Million1.78% of portfolio
-
Churchill Management Corp1.27MShares$221 Million2.59% of portfolio
-
Commonwealth Equity Services, LLC844KShares$147 Million0.23% of portfolio
-
Envestnet Asset Management Inc427KShares$74.3 Million0.03% of portfolio