Peak Retirement Planning, Inc. Fidelity Covington Tr Msci Inf Transaction History

Peak Retirement Planning, Inc.

$355 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Nov 04, 2025	BUY	$139.8 - $197.22 $243,811 - $343,951	1,744 New	1,744 $344 Million

Others Institutions Holding FTEC

# of Institutions

634

Shares Held

19.2M

Call Options Held

42.6K

Put Options Held

10.6K

Bank Of America Corp Charlotte, NC

2.18M
Shares

$490 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

2.1M
Shares

$472 Million
1.48% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.44M
Shares

$325 Million
0.05% of portfolio
Richard Bernstein Advisors LLC

1.36M
Shares

$307 Million
8.71% of portfolio
Commonwealth Equity Services, LLC

719K
Shares

$162 Million
0.21% 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 Peak Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Retirement Planning, Inc. with notifications on news.