United Capital Financial Advisers, LLC Fidelity Covington Tr Msci Inf Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q2 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$137.1 - $157.55 $3,427 - $3,938
25 Added 1.74%
1,460 $227,000
Q4 2023

Feb 14, 2024
SELL
$118.9 - $144.37 $105,107 - $127,623
-884 Reduced 38.12%
1,435 $206,000
Q3 2023

Nov 14, 2023
SELL
$121.1 - $135.73 $121,100 - $135,730
-1,000 Reduced 30.13%
2,319 $285,000
Q2 2023

Aug 14, 2023
SELL
$108.86 - $131.04 $40,713 - $49,008
-374 Reduced 10.13%
3,319 $433,000
Q1 2023

Aug 14, 2023
BUY
$92.02 - $113.95 $34,415 - $42,617
374 Added 11.27%
3,693 $420,000
Q1 2023

May 15, 2023
SELL
$92.02 - $113.95 $124,687 - $154,402
-1,355 Reduced 26.84%
3,693 $420,000
Q4 2022

Feb 14, 2023
SELL
$88.99 - $103.33 $18,242 - $21,182
-205 Reduced 3.9%
5,048 $477,000
Q3 2022

Nov 14, 2022
SELL
$90.93 - $115.63 $32,371 - $41,164
-356 Reduced 6.35%
5,253 $478,000
Q2 2022

Aug 11, 2022
SELL
$93.52 - $125.2 $59,198 - $79,251
-633 Reduced 10.14%
5,609 $541,000
Q1 2022

May 16, 2022
BUY
$108.47 - $136.53 $85,148 - $107,176
785 Added 14.39%
6,242 $768,000
Q4 2021

Feb 14, 2022
SELL
$117.3 - $137.67 $47,037 - $55,205
-401 Reduced 6.85%
5,457 $739,000
Q3 2021

Nov 15, 2021
SELL
$117.35 - $126.82 $108,431 - $117,181
-924 Reduced 13.62%
5,858 $695,000
Q2 2021

Aug 13, 2021
BUY
$103.96 - $118.18 $304,290 - $345,912
2,927 Added 75.93%
6,782 $799,000
Q1 2021

May 14, 2021
SELL
$100.32 - $112.48 $46,247 - $51,853
-461 Reduced 10.68%
3,855 $408,000
Q4 2020

Feb 17, 2021
BUY
$88.11 - $104.93 $54,628 - $65,056
620 Added 16.77%
4,316 $451,000
Q3 2020

Nov 13, 2020
BUY
$82.47 - $99.96 $65,481 - $79,368
794 Added 27.36%
3,696 $340,000
Q2 2020

Aug 13, 2020
SELL
$59.66 - $82.42 $84,717 - $117,036
-1,420 Reduced 32.86%
2,902 $239,000
Q1 2020

May 15, 2020
BUY
$54.79 - $80.84 $236,802 - $349,390
4,322 New
4,322 $271,000
Q3 2018

Nov 14, 2018
SELL
$55.17 - $60.66 $735,305 - $808,476
-13,328 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
$50.57 - $57.73 $41,669 - $47,569
824 Added 6.59%
13,328 $737,000
Q1 2018

May 15, 2018
BUY
$48.79 - $56.12 $610,070 - $701,724
12,504 New
12,504 $649,000

Others Institutions Holding FTEC

# of Institutions
471
Shares Held
15.1M
Call Options Held
18K
Put Options Held
4.9K
View Full List

About FIDELITY COVINGTON TR MSCI INF

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