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

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 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 64,481 shares of FTEC stock, worth $12.1 Million. This represents 17.78% of its overall portfolio holdings.

Number of Shares
64,481
Previous 86,157 25.16%
Holding current value
$12.1 Million
Previous $14.8 Billion 23.86%
% of portfolio
17.78%
Previous 21.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
484
Shares Held
20.2M
Call Options Held
24.9K
Put Options Held
7.6K
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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