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

Mowery & Schoenfeld Wealth Management, LLC

  • $69.6 Billion
  • Q2 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 86,157 shares of FTEC stock, worth $15 Million. This represents 21.22% of its overall portfolio holdings.

Number of Shares
86,157
Previous 55,613 54.92%
Holding current value
$15 Million
Previous $8.67 Billion 70.51%
% of portfolio
21.22%
Previous 16.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
465
Shares Held
14.1M
Call Options Held
19.2K
Put Options Held
6.1K
View Full List

About FIDELITY COVINGTON TR MSCI INF

FTEC Quotes by TradingView
  • Ticker FTEC
  • Sector ETFs
  • Industry ETFs
More about FTEC
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