World Equity Group, Inc. Fidelity Covington Tr Msci Inf Transaction History

World Equity Group, Inc.

$335 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 26, 2024	SELL	$108.86 - $131.04 $642,056 - $772,873	-5,898 Closed	0 $0
Q1 2023 Aug 26, 2024	BUY	$92.02 - $113.95 $542,733 - $672,077	5,898 New	5,898 $1.25 Billion

Others Institutions Holding FTEC

# of Institutions

465

Shares Held

14.1M

Call Options Held

19.2K

Put Options Held

6.1K

Charles Schwab Investment Management Inc San Francisco, CA

2.3M
Shares

$386 Million
0.08% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.85M
Shares

$312 Million
1.78% of portfolio
Churchill Management Corp

1.27M
Shares

$214 Million
2.59% of portfolio
Commonwealth Equity Services, LLC

844K
Shares

$142 Million
0.23% of portfolio
Envestnet Asset Management Inc

427K
Shares

$71.8 Million
0.03% 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 World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.