Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Inf Transaction History
Primoris Wealth Advisors, LLC
- $128 Million
- Q4 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 53,567 shares of FTEC stock, worth $8.98 Million. This represents 7.75% of its overall portfolio holdings.
Number of Shares
53,567
Previous 27,783
92.8%
Holding current value
$8.98 Million
Previous $4.85 Million
104.27%
% of portfolio
7.75%
Previous 3.5%
Shares
13 transactions
Others Institutions Holding FTEC
# of Institutions
549Shares Held
20.5MCall Options Held
23.4KPut Options Held
8.9K-
Bank Of America Corp Charlotte, NC2.57MShares$430 Million0.04% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.19MShares$367 Million0.08% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.95MShares$327 Million1.66% of portfolio
-
Richard Bernstein Advisors LLC1.56MShares$262 Million6.59% of portfolio
-
Churchill Management Corp1.29MShares$216 Million2.63% of portfolio