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 $914,344. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,056
Previous 4,620
12.21%
Holding current value
$914,344
Previous $806,000
7.07%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding FTEC
# of Institutions
634Shares Held
19.2MCall Options Held
42.6KPut Options Held
10.6K-
Bank Of America Corp Charlotte, NC2.18MShares$490 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.1MShares$472 Million1.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.44MShares$325 Million0.05% of portfolio
-
Richard Bernstein Advisors LLC1.36MShares$307 Million8.71% of portfolio
-
Commonwealth Equity Services, LLC719KShares$162 Million0.21% of portfolio