Sequoia Financial Advisors, LLC Fidelity Covington Tr Msci Inf Transaction History

Sequoia Financial Advisors, LLC

$8.06 Billion
Q2 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,042 shares of FTEC stock, worth $511,329. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,042

Previous 3,153 3.52%

Holding current value

$511,329

Previous $491,000 6.11%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$142.51 - $175.12 $15,818 - $19,438	-111 Reduced 3.52%	3,042 $521,000
Q1 2024 Apr 30, 2024	SELL	$137.1 - $157.55 $27,694 - $31,825	-202 Reduced 6.02%	3,153 $491,000
Q4 2023 Jan 25, 2024	BUY	$118.9 - $144.37 $143,512 - $174,254	1,207 Added 56.19%	3,355 $481,000
Q2 2023 Aug 08, 2023	SELL	$108.86 - $131.04 $7,511 - $9,041	-69 Reduced 3.11%	2,148 $280,000
Q1 2023 Apr 24, 2023	BUY	$92.02 - $113.95 $204,008 - $252,627	2,217 New	2,217 $252,000
Q2 2022 Jul 22, 2022	SELL	$93.52 - $125.2 $240,065 - $321,388	-2,567 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$108.47 - $136.53 $278,442 - $350,472	2,567 New	2,567 $316,000
Q1 2020 May 11, 2020	SELL	$54.79 - $80.84 $164,808 - $243,166	-3,008 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$61.98 - $72.7 $186,435 - $218,681	3,008 New	3,008 $218,000

Others Institutions Holding FTEC

# of Institutions

465

Shares Held

14.1M

Call Options Held

19.2K

Put Options Held

6.1K

View Full List

About FIDELITY COVINGTON TR MSCI INF

Ticker FTEC
Sector ETFs
Industry ETFs

More about FTEC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Fidelity Covington Tr Msci Inf Transaction History