Sound View Wealth Advisors Group, LLC Fidelity Covington Tr Msci Inf Transaction History
Sound View Wealth Advisors Group, LLC
- $965 Million
- Q2 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,172 shares of FTEC stock, worth $545,108. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,172
Previous 3,822
17.01%
Holding current value
$545,108
Previous $595,000
8.57%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding FTEC
# of Institutions
466Shares Held
14.1MCall Options Held
19.2KPut Options Held
6.1K-
Charles Schwab Investment Management Inc San Francisco, CA2.3MShares$394 Million0.08% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.85MShares$319 Million1.78% of portfolio
-
Churchill Management Corp1.27MShares$219 Million2.59% of portfolio
-
Commonwealth Equity Services, LLC844KShares$145 Million0.23% of portfolio
-
Envestnet Asset Management Inc427KShares$73.4 Million0.03% of portfolio