Trinity Point Wealth, LLC Fidelity Covington Tr Msci Inf Transaction History

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024

A detailed history of Trinity Point Wealth, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 4,056 shares of FTEC stock, worth $927,931. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,056
Previous 4,620 12.21%
Holding current value
$927,931
Previous $806,000 7.07%
% of portfolio
0.11%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$170.03 - $192.78 $95,896 - $108,727
-564 Reduced 12.21%
4,056 $749,000
Q3 2024

Nov 07, 2024
BUY
$152.9 - $180.39 $484,540 - $571,655
3,169 Added 218.4%
4,620 $806,000
Q2 2024

Jul 30, 2024
BUY
$142.51 - $175.12 $2,992 - $3,677
21 Added 1.47%
1,451 $248,000
Q1 2024

May 08, 2024
BUY
$137.1 - $157.55 $196,053 - $225,296
1,430 New
1,430 $222,000

Others Institutions Holding FTEC

# of Institutions
598
Shares Held
18.3M
Call Options Held
48K
Put Options Held
12K
View Full List

About FIDELITY COVINGTON TR MSCI INF

FTEC Quotes by TradingView
  • Ticker FTEC
  • Sector ETFs
  • Industry ETFs
More about FTEC
Track This Portfolio

Track Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email