Avantax Advisory Services, Inc. Fidelity Covington Tr Msci Fin Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,237 shares of FNCL stock, worth $240,379. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,237

Previous 3,735 13.33%

Holding current value

$240,379

Previous $259,000 7.72%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$61.08 - $74.04 $30,417 - $36,871	-498 Reduced 13.33%	3,237 $239,000
Q1 2025 May 06, 2025	BUY	$66.3 - $74.17 $23,072 - $25,811	348 Added 10.27%	3,735 $259,000
Q4 2024 Feb 07, 2025	BUY	$63.19 - $73.31 $214,024 - $248,300	3,387 New	3,387 $232,000
Q1 2022 Apr 27, 2022	SELL	$50.54 - $58.97 $372,176 - $434,255	-7,364 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$53.73 - $58.47 $395,667 - $430,573	7,364 New	7,364 $412,000

Others Institutions Holding FNCL

# of Institutions

290

Shares Held

13.6M

Call Options Held

8.8K

Put Options Held

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About FIDELITY COVINGTON TR MSCI FIN

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Avantax Advisory Services, Inc. Fidelity Covington Tr Msci Fin Transaction History