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 $11.9 Million. This represents 17.78% of its overall portfolio holdings.

Number of Shares
64,481
Previous 86,157 25.16%
Holding current value
$11.9 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
479
Shares Held
17.3M
Call Options Held
18K
Put Options Held
4.9K
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 Mowery & Schoenfeld Wealth Management, LLC Portfolio

Follow Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email