Richard C. Young & Co., Ltd. Fidelity Covington Tr Msci Fin Transaction History

Richard C. Young & Co., Ltd.

$860 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$44.01 - $53.82 $1.96 Million - $2.4 Million	44,638 New	44,638 $2.39 Million

Others Institutions Holding FNCL

# of Institutions

227

Shares Held

10.6M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$164 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$144 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$35 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$27.7 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$23 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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