Spectrum Planning & Advisory Services Inc. Fidelity Covington Tr Msci Inf Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 13, 2021	SELL	$117.35 - $126.82 $1.07 Million - $1.15 Million	-9,090 Closed	0 $0
Q2 2021 Jul 19, 2021	SELL	$103.96 - $118.18 $811,199 - $922,158	-7,803 Reduced 46.19%	9,090 $1.07 Million
Q1 2021 Apr 27, 2021	BUY	$100.32 - $112.48 $309,687 - $347,225	3,087 Added 22.36%	16,893 $1.79 Million
Q4 2020 Feb 02, 2021	BUY	$88.11 - $104.93 $1.22 Million - $1.45 Million	13,806 New	13,806 $1.44 Million

Others Institutions Holding FTEC

# of Institutions

599

Shares Held

18.3M

Call Options Held

48K

Put Options Held

12K

Bank Of America Corp Charlotte, NC

2.25M
Shares

$506 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

2.09M
Shares

$471 Million
1.59% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.47M
Shares

$332 Million
0.05% of portfolio
Richard Bernstein Advisors LLC

1.41M
Shares

$316 Million
6.91% of portfolio
Commonwealth Equity Services, LLC

661K
Shares

$149 Million
0.17% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI INF

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