Montis Financial, LLC Fidelity Covington Tr Msci Fin Transaction History

Montis Financial, LLC

$280 Million
Q3 2024

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 9,503 shares of FNCL stock, worth $628,433. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,503

Holding current value

$628,433

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

211

Shares Held

10M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.36M
Shares

$156 Million
0.77% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.04M
Shares

$135 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$25.4 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

314K
Shares

$20.8 Million
0.3% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

294K
Shares

$19.5 Million
0.1% 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 Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.

Account

Montis Financial, LLC Fidelity Covington Tr Msci Fin Transaction History