Balance Wealth, LLC Fidelity Covington Tr Msci Inf Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Balance Wealth, LLC holds 2,720 shares of FTEC stock, worth $613,169. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,720
Previous 2,804 3.0%
Holding current value
$613,169
Previous $553 Million 9.27%
% of portfolio
0.15%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$195.29 - $223.85 $16,404 - $18,803
-84 Reduced 3.0%
2,720 $604 Million
Q2 2025

Aug 13, 2025
BUY
$139.8 - $197.22 $4,613 - $6,508
33 Added 1.19%
2,804 $553 Million
Q1 2025

Apr 23, 2025
BUY
$161.27 - $192.3 $446,879 - $532,863
2,771 New
2,771 $447 Million

Others Institutions Holding FTEC

# of Institutions
634
Shares Held
19.2M
Call Options Held
42.6K
Put Options Held
10.6K
View Full List

About FIDELITY COVINGTON TR MSCI INF

FTEC Quotes by TradingView
  • Ticker FTEC
  • Sector ETFs
  • Industry ETFs
More about FTEC
Track This Portfolio

Track Balance Wealth, LLC Portfolio

Follow Balance Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email