Ownership history in IMA Advisory Services, Inc. · 3 quarters on record
This page tracks every 13F SEC filing in which IMA Advisory Services, Inc. reported a position in FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 155 | — | 0% | 0.00% | $35K | $221.67 |
| 2025 Q2 | UNCHANGED | 155 | — | 0% | 0.00% | $31K | $196.58 |
| 2025 Q1 | INITIATED | 155 | — | — | 0.00% | $25K | $160.54 |
As of 2025 Q4 — sorted by position size