Axxcess Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 9,661 shares of FNCL stock, worth $717,425. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,661
Previous 12,180 20.68%
Holding current value
$717,425
Previous $901,000 18.2%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 07, 2025
SELL
$72.91 - $77.23 $183,660 - $194,542
-2,519 Reduced 20.68%
9,661 $737,000
Q2 2025

Jul 28, 2025
BUY
$61.08 - $74.04 $417,237 - $505,767
6,831 Added 127.71%
12,180 $901,000
Q1 2025

Apr 30, 2025
BUY
$66.3 - $74.17 $125,505 - $140,403
1,893 Added 54.77%
5,349 $371,000
Q4 2024

Feb 10, 2025
BUY
$63.19 - $73.31 $218,384 - $253,359
3,456 New
3,456 $237,000
Q1 2024

May 14, 2024
SELL
$52.62 - $59.4 $35,465 - $40,035
-674 Reduced 13.33%
4,383 $260,000
Q4 2023

Feb 06, 2024
BUY
$44.01 - $53.82 $222,558 - $272,167
5,057 New
5,057 $270,000

Others Institutions Holding FNCL

# of Institutions
291
Shares Held
13.6M
Call Options Held
8.8K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI FIN

FNCL Quotes by TradingView
  • Ticker FNCL
  • Sector ETFs
  • Industry ETFs
More about FNCL
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email