Kovitz Investment Group Partners, LLC Fidelity Covington Tr Msci Fin Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 205,354 shares of FNCL stock, worth $15.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
205,354
Previous 215,753 4.82%
Holding current value
$15.2 Million
Previous $16 Million 1.87%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 10, 2025
SELL
$72.91 - $77.23 $758,191 - $803,114
-10,399 Reduced 4.82%
205,354 $15.7 Million
Q2 2025

Aug 14, 2025
BUY
$61.08 - $74.04 $7.71 Million - $9.35 Million
126,266 Added 141.1%
215,753 $16 Million
Q1 2025

May 13, 2025
SELL
$66.3 - $74.17 $9.47 Million - $10.6 Million
-142,898 Reduced 61.49%
89,487 $6.22 Million
Q4 2024

Aug 25, 2025
BUY
$63.19 - $73.31 $1.06 Million - $1.23 Million
16,837 Added 7.8%
232,590 $16 Million
Q4 2024

Feb 14, 2025
BUY
$63.19 - $73.31 $2.64 Million - $3.07 Million
41,813 Added 21.94%
232,385 $16 Million
Q3 2024

Nov 14, 2024
SELL
$57.69 - $64.56 $215,933 - $241,648
-3,743 Reduced 1.93%
190,572 $12.2 Million
Q2 2024

Aug 14, 2024
BUY
$55.6 - $59.74 $10.8 Million - $11.6 Million
194,315 New
194,315 $11.3 Million

Others Institutions Holding FNCL

# of Institutions
289
Shares Held
13.6M
Call Options Held
8.8K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI FIN

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