Wr Wealth Planners, LLC Fidelity Covington Tr Msci Inf Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 105 shares of FTEC stock, worth $19,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares

105

Previous 105 -0.0%

Holding current value

$19,346

Previous $18,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$142.51 - $175.12 $19,523 - $23,991	-137 Reduced 56.61%	105 $18,000
Q1 2024 Jul 31, 2024	BUY	$137.1 - $157.55 $33,178 - $38,127	242 New	242 $37,000
Q3 2023 Aug 01, 2024	SELL	$121.1 - $135.73 $484 - $542	-4 Reduced 1.29%	305 $37.5 Million
Q2 2023 Aug 01, 2024	BUY	$108.86 - $131.04 $22,207 - $26,732	204 Added 194.29%	309 $40.4 Million
Q1 2023 Aug 01, 2024	BUY	$92.02 - $113.95 $28,710 - $35,552	312 Added 297.14%	417 $47.5 Million
Q4 2022 Oct 10, 2024	SELL	$88.99 - $103.33 $1,334 - $1,549	-15 Reduced 3.01%	483 $45.6 Million
Q3 2022 Oct 10, 2024	BUY	$90.93 - $115.63 $35,735 - $45,442	393 Added 374.29%	498 $45.3 Million
Q2 2022 Oct 17, 2024	SELL	$93.52 - $125.2 $8,229 - $11,017	-88 Reduced 13.64%	557 $53.8 Million
Q1 2022 Oct 17, 2024	BUY	$108.47 - $136.53 $58,573 - $73,726	540 Added 514.29%	645 $79.4 Million

Others Institutions Holding FTEC

# of Institutions

483

Shares Held

20.2M

Call Options Held

24.9K

Put Options Held

7.6K

View Full List

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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Fidelity Covington Tr Msci Inf Transaction History