Bip Wealth, LLC Fidelity Covington Tr Msci Fin Transaction History

Bip Wealth, LLC

$1.49 Trillion
Q4 2024

A detailed history of Bip Wealth, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Bip Wealth, LLC holds 3,274 shares of FNCL stock, worth $234,974. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,274

Holding current value

$234,974

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$63.19 - $73.31 $206,884 - $240,016	3,274 New	3,274 $225 Million

Others Institutions Holding FNCL

# of Institutions

255

Shares Held

11.4M

Call Options Held

100

Put Options Held

Lido Advisors, LLC Los Angeles, CA

2.31M
Shares

$165 Million
0.73% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.92M
Shares

$138 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

751K
Shares

$53.9 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

634K
Shares

$45.5 Million
0.06% of portfolio
Congress Wealth Management LLC Boston, MA

321K
Shares

$23 Million
0.32% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
Sector ETFs
Industry ETFs

More about FNCL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Account