Waypoint Wealth Partners Inc. Fidelity Covington Tr Msci Inf Transaction History

Waypoint Wealth Partners Inc.

$362 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	BUY	$100.32 - $112.48 $976,113 - $1.09 Million	9,730 New	9,730 $1.03 Million

Others Institutions Holding FTEC

# of Institutions

484

Shares Held

20.2M

Call Options Held

24.9K

Put Options Held

7.6K

Bank Of America Corp Charlotte, NC

2.62M
Shares

$504 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.27M
Shares

$436 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.91M
Shares

$367 Million
1.64% of portfolio
Richard Bernstein Advisors LLC

1.59M
Shares

$306 Million
6.0% of portfolio
Churchill Management Corp

1.28M
Shares

$246 Million
2.59% 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 Waypoint Wealth Partners Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Partners Inc. with notifications on news.