Mark Sheptoff Financial Planning, LLC Fidelity Covington Tr Msci Inf Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 26 shares of FTEC stock, worth $5,861. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26Holding current value
$5,861% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FTEC
# of Institutions
634Shares Held
19.2MCall Options Held
42.6KPut Options Held
10.6K-
Bank Of America Corp Charlotte, NC2.18MShares$490 Million0.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.1MShares$472 Million1.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.44MShares$325 Million0.05% of portfolio
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Richard Bernstein Advisors LLC1.36MShares$307 Million8.71% of portfolio
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Commonwealth Equity Services, LLC719KShares$162 Million0.21% of portfolio