Plante Moran Financial Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 120 shares of FNCL stock, worth $8,778. This represents 0.0% of its overall portfolio holdings.

Number of Shares

120

Previous 120 -0.0%

Holding current value

$8,778

Previous $6,000 16.67%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$43.27 - $47.21 $5,192 - $5,665	120 New	120 $5,000
Q4 2022 Feb 09, 2023	SELL	$43.24 - $51.2 $9,469 - $11,212	-219 Closed	0 $0
Q1 2022 May 06, 2022	SELL	$50.54 - $58.97 $909 - $1,061	-18 Reduced 7.59%	219 $12,000
Q3 2021 Nov 08, 2021	BUY	$50.02 - $55.63 $1,400 - $1,557	28 Added 13.4%	237 $13,000
Q2 2021 Aug 10, 2021	BUY	$49.54 - $54.72 $3,121 - $3,447	63 Added 43.15%	209 $11,000
Q3 2020 Nov 12, 2020	BUY	$32.1 - $35.99 $449 - $503	14 Added 10.61%	146 $5,000
Q2 2020 Aug 10, 2020	SELL	$27.44 - $38.15 $5,350 - $7,439	-195 Reduced 59.63%	132 $4,000
Q4 2019 Feb 14, 2020	BUY	$38.83 - $44.77 $12,697 - $14,639	327 New	327 $15,000

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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Plante Moran Financial Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History