Uma Financial Services, Inc. Fidelity Covington Tr Msci Inf Transaction History

Uma Financial Services, Inc.

$601 Million
Q2 2025

A detailed history of Uma Financial Services, Inc. transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,051 shares of FTEC stock, worth $240,447. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,051

Previous 1,049 0.19%

Holding current value

$240,447

Previous $169,000 22.49%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$139.8 - $197.22 $279 - $394	2 Added 0.19%	1,051 $207,000
Q4 2024 Feb 12, 2025	BUY	$170.03 - $192.78 $178,361 - $202,226	1,049 New	1,049 $193,000
Q2 2022 Aug 02, 2022	BUY	$93.52 - $125.2 $23,473 - $31,425	251 Added 13.84%	2,065 $226,000
Q1 2022 May 05, 2022	BUY	$108.47 - $136.53 $196,764 - $247,665	1,814 New	1,814 $207,000
Q3 2021 Oct 19, 2021	SELL	$117.35 - $126.82 $1.96 Million - $2.11 Million	-16,666 Closed	0 $0
Q2 2021 Jul 23, 2021	SELL	$103.96 - $118.18 $1.25 Million - $1.42 Million	-11,993 Reduced 41.85%	16,666 $2.02 Million
Q1 2021 Apr 06, 2021	BUY	$100.32 - $112.48 $298,452 - $334,628	2,975 Added 11.58%	28,659 $3.16 Million
Q4 2020 Feb 19, 2021	BUY	$88.11 - $104.93 $2.26 Million - $2.7 Million	25,684 New	25,684 $2.83 Million

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

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Uma Financial Services, Inc. Fidelity Covington Tr Msci Inf Transaction History