Instrumental Wealth, LLC Fidelity Covington Tr Msci Inf Transaction History

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Instrumental Wealth, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Instrumental Wealth, LLC holds 2,928 shares of FTEC stock, worth $660,059. This represents 0.48% of its overall portfolio holdings.

Number of Shares
2,928
Previous 2,876 1.81%
Holding current value
$660,059
Previous $578 Million 19.4%
% of portfolio
0.48%
Previous 0.46%

Shares

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

Oct 31, 2025
BUY
$195.29 - $223.85 $10,155 - $11,640
52 Added 1.81%
2,928 $691 Million
Q2 2025

Jul 16, 2025
BUY
$139.8 - $197.22 $12,302 - $17,355
88 Added 3.16%
2,876 $578 Million
Q1 2025

Apr 28, 2025
BUY
$161.27 - $192.3 $43,865 - $52,305
272 Added 10.81%
2,788 $453 Million
Q4 2024

Feb 24, 2025
BUY
$170.03 - $192.78 $23,294 - $26,410
137 Added 5.76%
2,516 $467 Million
Q3 2024

Oct 15, 2024
BUY
$152.9 - $180.39 $15,748 - $18,580
103 Added 4.53%
2,379 $430 Million
Q2 2024

Jul 26, 2024
BUY
$142.51 - $175.12 $4,987 - $6,129
35 Added 1.56%
2,276 $376 Million
Q1 2024

May 29, 2024
BUY
$137.1 - $157.55 $28,928 - $33,243
211 Added 10.39%
2,241 $367 Million
Q4 2023

Jan 25, 2024
BUY
$118.9 - $144.37 $2,140 - $2,598
18 Added 0.89%
2,030 $306 Million
Q3 2023

Oct 18, 2023
BUY
$121.1 - $135.73 $18,891 - $21,173
156 Added 8.41%
2,012 $254 Million
Q2 2023

Jul 13, 2023
BUY
$108.86 - $131.04 $202,044 - $243,210
1,856 New
1,856 $243 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
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