Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Inf Transaction History
Primoris Wealth Advisors, LLC
- $125 Million
- Q1 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 34,443 shares of FTEC stock, worth $6.1 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
34,443
Previous 34,269
0.51%
Holding current value
$6.1 Million
Previous $4.92 Million
9.04%
% of portfolio
4.31%
Previous 4.65%
Shares
10 transactions
Others Institutions Holding FTEC
# of Institutions
453Shares Held
14.3MCall Options Held
23.1KPut Options Held
6.6K-
Charles Schwab Investment Management Inc San Francisco, CA3.23MShares$571 Million0.12% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.8MShares$318 Million1.66% of portfolio
-
Churchill Management Corp1.26MShares$224 Million2.46% of portfolio
-
Commonwealth Equity Services, LLC823KShares$146 Million0.21% of portfolio
-
Envestnet Asset Management Inc436KShares$77.2 Million0.03% of portfolio