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

Trinity Point Wealth, LLC

$689 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FTEC

# of Institutions

583

Shares Held

18.4M

Call Options Held

24.8K

Put Options Held

13.3K

Bank Of America Corp Charlotte, NC

2.38M
Shares

$491 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

2.03M
Shares

$417 Million
1.36% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.5M
Shares

$309 Million
0.05% of portfolio
Richard Bernstein Advisors LLC

1.41M
Shares

$289 Million
6.91% of portfolio
Commonwealth Equity Services, LLC

661K
Shares

$136 Million
0.17% of portfolio

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 Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

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