Mowery & Schoenfeld Wealth Management, LLC Fidelity Covington Tr Msci Inf Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $58.2 Billion
  • Q3 2025

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 21,449 shares of FTEC stock, worth $4.84 Million. This represents 8.18% of its overall portfolio holdings.

Number of Shares
21,449
Previous 21,168 1.33%
Holding current value
$4.84 Million
Previous $4.17 Billion 14.15%
% of portfolio
8.18%
Previous 6.34%

Shares

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

Oct 24, 2025
BUY
$195.29 - $223.85 $54,876 - $62,901
281 Added 1.33%
21,449 $4.77 Billion
Q2 2025

Jul 28, 2025
SELL
$139.8 - $197.22 $623,368 - $879,403
-4,459 Reduced 17.4%
21,168 $4.17 Billion
Q1 2025

May 05, 2025
SELL
$161.27 - $192.3 $1.72 Million - $2.05 Million
-10,656 Reduced 29.37%
25,627 $4.13 Billion
Q4 2024

Feb 10, 2025
SELL
$170.03 - $192.78 $4.79 Million - $5.44 Million
-28,198 Reduced 43.73%
36,283 $6.71 Billion
Q3 2024

Oct 22, 2024
SELL
$152.9 - $180.39 $3.31 Million - $3.91 Million
-21,676 Reduced 25.16%
64,481 $11.3 Billion
Q2 2024

Aug 14, 2024
BUY
$142.51 - $175.12 $4.35 Million - $5.35 Million
30,544 Added 54.92%
86,157 $14.8 Billion
Q1 2024

May 14, 2024
BUY
$137.1 - $157.55 $274,611 - $315,572
2,003 Added 3.74%
55,613 $8.67 Billion
Q4 2023

May 14, 2024
BUY
$118.9 - $144.37 $6.37 Million - $7.74 Million
53,610 New
53,610 $7.7 Billion

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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