Mowery & Schoenfeld Wealth Management, LLC Fidelity Covington Tr Msci Inf Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$51.4 Billion
Q4 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 36,283 shares of FTEC stock, worth $6.15 Million. This represents 13.04% of its overall portfolio holdings.

Number of Shares

36,283

Previous 64,481 43.73%

Holding current value

$6.15 Million

Previous $11.3 Billion 40.38%

% of portfolio

13.04%

Previous 17.78%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$170.03 - $192.78 $4.79 Million - $5.44 Million	-28,198 Reduced 43.73%	36,283 $6.71 Billion
Q3 2024 Oct 22, 2024	SELL	$152.9 - $180.39 $3.31 Million - $3.91 Million	-21,676 Reduced 25.16%	64,481 $11.3 Billion
Q2 2024 Aug 14, 2024	BUY	$142.51 - $175.12 $4.35 Million - $5.35 Million	30,544 Added 54.92%	86,157 $14.8 Billion
Q1 2024 May 14, 2024	BUY	$137.1 - $157.55 $274,611 - $315,572	2,003 Added 3.74%	55,613 $8.67 Billion
Q4 2023 May 14, 2024	BUY	$118.9 - $144.37 $6.37 Million - $7.74 Million	53,610 New	53,610 $7.7 Billion

Others Institutions Holding FTEC

# of Institutions

550

Shares Held

20.6M

Call Options Held

23.4K

Put Options Held

8.9K

View Full List

About FIDELITY COVINGTON TR MSCI INF

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Mowery & Schoenfeld Wealth Management, LLC Fidelity Covington Tr Msci Inf Transaction History