Lifeworks Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 18,143 shares of FNCL stock, worth $1.22 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
18,143
Holding current value
$1.22 Million
% of portfolio
0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$57.69 - $64.56 $1.05 Million - $1.17 Million
18,143 New
18,143 $1.16 Million
Q2 2022

Aug 12, 2022
BUY
$43.64 - $54.04 $162,908 - $201,731
3,733 Added 23.27%
19,775 $883,000
Q1 2022

May 16, 2022
BUY
$50.54 - $58.97 $346,957 - $404,829
6,865 Added 74.81%
16,042 $869,000
Q4 2021

Feb 15, 2022
BUY
$53.73 - $58.47 $493,080 - $536,579
9,177 New
9,177 $513,000

Others Institutions Holding FNCL

# of Institutions
215
Shares Held
10.3M
Call Options Held
600
Put Options Held
3.2K
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 Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email