Sequoia Financial Advisors, LLC Fidelity Covington Tr Msci Inf Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,364 shares of FTEC stock, worth $640,673. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,364
Previous 3,042 10.59%
Holding current value
$640,673
Previous $521,000 12.67%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$152.9 - $180.39 $49,233 - $58,085
322 Added 10.59%
3,364 $587,000
Q2 2024

Jul 15, 2024
SELL
$142.51 - $175.12 $15,818 - $19,438
-111 Reduced 3.52%
3,042 $521,000
Q1 2024

Apr 30, 2024
SELL
$137.1 - $157.55 $27,694 - $31,825
-202 Reduced 6.02%
3,153 $491,000
Q4 2023

Jan 25, 2024
BUY
$118.9 - $144.37 $143,512 - $174,254
1,207 Added 56.19%
3,355 $481,000
Q2 2023

Aug 08, 2023
SELL
$108.86 - $131.04 $7,511 - $9,041
-69 Reduced 3.11%
2,148 $280,000
Q1 2023

Apr 24, 2023
BUY
$92.02 - $113.95 $204,008 - $252,627
2,217 New
2,217 $252,000
Q2 2022

Jul 22, 2022
SELL
$93.52 - $125.2 $240,065 - $321,388
-2,567 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$108.47 - $136.53 $278,442 - $350,472
2,567 New
2,567 $316,000
Q1 2020

May 11, 2020
SELL
$54.79 - $80.84 $164,808 - $243,166
-3,008 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$61.98 - $72.7 $186,435 - $218,681
3,008 New
3,008 $218,000

Others Institutions Holding FTEC

# of Institutions
506
Shares Held
19.8M
Call Options Held
24.9K
Put Options Held
7.6K
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 Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email