Sound View Wealth Advisors Group, LLC Fidelity Covington Tr Msci Inf Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Fidelity Covington Tr Msci Inf stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,372 shares of FTEC stock, worth $589,627. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,372

Previous 3,172 6.31%

Holding current value

$589,627

Previous $553,000 12.66%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$170.03 - $192.78 $34,006 - $38,556	200 Added 6.31%	3,372 $623,000
Q2 2024 Aug 05, 2024	SELL	$142.51 - $175.12 $92,631 - $113,828	-650 Reduced 17.01%	3,172 $544,000
Q1 2024 May 09, 2024	SELL	$137.1 - $157.55 $3,153 - $3,623	-23 Reduced 0.6%	3,822 $595,000
Q4 2023 Feb 08, 2024	BUY	$118.9 - $144.37 $23,780 - $28,874	200 Added 5.49%	3,845 $552,000
Q3 2023 Nov 07, 2023	SELL	$121.1 - $135.73 $363 - $407	-3 Reduced 0.08%	3,645 $448,000
Q2 2023 Aug 08, 2023	BUY	$108.86 - $131.04 $146,961 - $176,904	1,350 Added 58.75%	3,648 $476,000
Q1 2023 May 12, 2023	BUY	$92.02 - $113.95 $211,461 - $261,857	2,298 New	2,298 $261,000

Others Institutions Holding FTEC

# of Institutions

549

Shares Held

20.6M

Call Options Held

23.4K

Put Options Held

8.9K

View Full List

About FIDELITY COVINGTON TR MSCI INF

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Sound View Wealth Advisors Group, LLC Fidelity Covington Tr Msci Inf Transaction History