Panoramic Investment Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History

Panoramic Investment Advisors, LLC

$154 Billion
Q4 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 4,075 shares of FNCL stock, worth $298,086. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,075

Previous 4,075 -0.0%

Holding current value

$298,086

Previous $260 Million 7.56%

% of portfolio

0.18%

Previous 0.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$57.69 - $64.56 $10,384 - $11,620	-180 Reduced 4.23%	4,075 $260 Million
Q1 2024 Apr 18, 2024	SELL	$52.62 - $59.4 $52,620 - $59,400	-1,000 Reduced 19.03%	4,255 $253 Million
Q4 2023 Jan 23, 2024	SELL	$44.01 - $53.82 $4,401 - $5,382	-100 Reduced 1.87%	5,255 $281 Million
Q3 2023 Nov 15, 2023	SELL	$46.5 - $50.18 $82,537 - $89,069	-1,775 Reduced 24.89%	5,355 $249 Million
Q4 2022 Mar 01, 2023	BUY	$43.24 - $51.2 $308,301 - $365,056	7,130 New	7,130 $342 Million

Others Institutions Holding FNCL

# of Institutions

236

Shares Held

10.6M

Call Options Held

100

Put Options Held

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About FIDELITY COVINGTON TR MSCI FIN

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Panoramic Investment Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History