Modern Wealth Management, LLC Fidelity Covington Tr Msci Inf Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Modern Wealth Management, LLC holds 28,208 shares of FTEC stock, worth $6.45 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
28,208
Previous 27,122 4.0%
Holding current value
$6.45 Million
Previous $4.37 Million 27.21%
% of portfolio
0.15%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$139.8 - $197.22 $151,822 - $214,180
1,086 Added 4.0%
28,208 $5.56 Million
Q1 2025

May 15, 2025
BUY
$161.27 - $192.3 $25,319 - $30,191
157 Added 0.58%
27,122 $4.37 Billion
Q4 2024

May 30, 2025
SELL
$170.03 - $192.78 $64,951 - $73,641
-382 Reduced 1.41%
26,740 $4.94 Million
Q4 2024

May 29, 2025
SELL
$170.03 - $192.78 $64,951 - $73,641
-382 Reduced 1.41%
26,740 $4.94 Million
Q4 2024

Feb 11, 2025
BUY
$170.03 - $192.78 $4.58 Million - $5.2 Million
26,965 New
26,965 $5.05 Billion

Others Institutions Holding FTEC

# of Institutions
598
Shares Held
18.3M
Call Options Held
48K
Put Options Held
12K
View Full List

About FIDELITY COVINGTON TR MSCI INF

FTEC Quotes by TradingView
  • Ticker FTEC
  • Sector ETFs
  • Industry ETFs
More about FTEC
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email