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

Uma Financial Services, Inc.

$656 Million
Q4 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 1,053 shares of FTEC stock, worth $237,377. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,053

Previous 1,062 0.85%

Holding current value

$237,377

Previous $235,000 0.85%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	SELL	$219.27 - $238.71 $1,973 - $2,148	-9 Reduced 0.85%	1,053 $237,000
Q3 2025 Nov 04, 2025	BUY	$195.29 - $223.85 $2,148 - $2,462	11 Added 1.05%	1,062 $235,000
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

644

Shares Held

19.4M

Call Options Held

42.6K

Put Options Held

10.6K

View Full List

About FIDELITY COVINGTON TR MSCI INF

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