Bip Wealth, LLC Fidelity Covington Tr Msci Fin Transaction History

Bip Wealth, LLC

$1.49 Trillion
Q4 2024

A detailed history of Bip Wealth, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Bip Wealth, LLC holds 3,274 shares of FNCL stock, worth $212,515. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,274

Holding current value

$212,515

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$63.19 - $73.31 $206,884 - $240,016	3,274 New	3,274 $225 Million

Others Institutions Holding FNCL

# of Institutions

265

Shares Held

11.7M

Call Options Held

100

Put Options Held

Lido Advisors, LLC Los Angeles, CA

2.31M
Shares

$150 Million
0.73% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.92M
Shares

$125 Million
0.03% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

751K
Shares

$48.7 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

634K
Shares

$41.1 Million
0.06% of portfolio
Congress Wealth Management LLC Boston, MA

321K
Shares

$20.8 Million
0.32% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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