Concord Asset Management, Llc/Va Fidelity Covington Tr Msci Inf Transaction History

Concord Asset Management, Llc/Va

$551 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$139.8 - $197.22 $161,049 - $227,197	1,152 New	1,152 $227 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 Concord Asset Management, Llc/Va, based on Form 13F filings with the SEC.

News

Stay updated on Concord Asset Management, Llc/Va with notifications on news.