Sax Wealth Advisors, LLC Fidelity Covington Tr Msci Inf Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,981 shares of FTEC stock, worth $895,685. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,981Holding current value
$895,685% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding FTEC
# of Institutions
599Shares Held
18.3MCall Options Held
48KPut Options Held
12K-
Bank Of America Corp Charlotte, NC2.25MShares$506 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.09MShares$471 Million1.59% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.47MShares$332 Million0.05% of portfolio
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Richard Bernstein Advisors LLC1.41MShares$316 Million6.91% of portfolio
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Commonwealth Equity Services, LLC661KShares$149 Million0.17% of portfolio