Loring Wolcott & Coolidge Fiduciary Advisors LLP Fidelity Covington Tr Msci Fin Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.9 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 01, 2023	BUY	$43.27 - $47.21 $38,120 - $41,592	881 New	881 $41,000

Others Institutions Holding FNCL

# of Institutions

265

Shares Held

11.7M

Call Options Held

100

Put Options Held

Lido Advisors, LLC Los Angeles, CA

2.31M
Shares

$151 Million
0.73% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.92M
Shares

$126 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

751K
Shares

$49.3 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

634K
Shares

$41.6 Million
0.06% of portfolio
Congress Wealth Management LLC Boston, MA

321K
Shares

$21.1 Million
0.32% of portfolio

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About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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