Personal Cfo Solutions, LLC Fidelity Covington Tr Msci Inf Transaction History
Personal Cfo Solutions, LLC
- $636 Million
- Q2 2024
A detailed history of Personal Cfo Solutions, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 35,360 shares of FTEC stock, worth $5.94 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
35,360
Previous 35,828
1.31%
Holding current value
$5.94 Million
Previous $5.58 Million
8.62%
% of portfolio
0.95%
Previous 0.93%
Shares
19 transactions
Others Institutions Holding FTEC
# of Institutions
465Shares Held
14.1MCall Options Held
19.2KPut Options Held
6.1K-
Charles Schwab Investment Management Inc San Francisco, CA2.3MShares$386 Million0.08% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.85MShares$312 Million1.78% of portfolio
-
Churchill Management Corp1.27MShares$214 Million2.59% of portfolio
-
Commonwealth Equity Services, LLC844KShares$142 Million0.23% of portfolio
-
Envestnet Asset Management Inc427KShares$71.8 Million0.03% of portfolio