Montis Financial, LLC Fidelity Covington Tr Msci Fin Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Montis Financial, LLC holds 8,128 shares of FNCL stock, worth $603,585. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,128
Previous 9,708 16.28%
Holding current value
$603,585
Previous $718,000 13.65%
% of portfolio
0.14%
Previous 0.2%

Shares

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

Oct 28, 2025
SELL
$72.91 - $77.23 $115,197 - $122,023
-1,580 Reduced 16.28%
8,128 $620,000
Q2 2025

Jul 17, 2025
SELL
$61.08 - $74.04 $137,002 - $166,071
-2,243 Reduced 18.77%
9,708 $718,000
Q1 2025

May 02, 2025
BUY
$66.3 - $74.17 $144,202 - $161,319
2,175 Added 22.25%
11,951 $830,000
Q4 2024

Feb 10, 2025
BUY
$63.19 - $73.31 $17,250 - $20,013
273 Added 2.87%
9,776 $671,000
Q3 2024

Oct 10, 2024
BUY
$57.69 - $64.56 $548,228 - $613,513
9,503 New
9,503 $606,000

Others Institutions Holding FNCL

# of Institutions
290
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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