Summit Financial, LLC Fidelity Covington Tr Msci Fin Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Summit Financial, LLC holds 47,817 shares of FNCL stock, worth $3.55 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

47,817

Previous 12,816 273.1%

Holding current value

$3.55 Million

Previous $948,000 285.02%

% of portfolio

0.06%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$72.91 - $77.23 $2.55 Million - $2.7 Million	35,001 Added 273.1%	47,817 $3.65 Million
Q2 2025 Aug 13, 2025	SELL	$61.08 - $74.04 $67,982 - $82,406	-1,113 Reduced 7.99%	12,816 $948,000
Q1 2025 May 14, 2025	BUY	$66.3 - $74.17 $7,160 - $8,010	108 Added 0.78%	13,929 $968,000
Q4 2024 Feb 12, 2025	BUY	$63.19 - $73.31 $18,577 - $21,553	294 Added 2.17%	13,821 $949,000
Q3 2024 Nov 12, 2024	BUY	$57.69 - $64.56 $780,372 - $873,303	13,527 New	13,527 $863,000

Others Institutions Holding FNCL

# of Institutions

291

Shares Held

13.6M

Call Options Held

8.8K

Put Options Held

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About FIDELITY COVINGTON TR MSCI FIN

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Summit Financial, LLC Fidelity Covington Tr Msci Fin Transaction History