Yoder Wealth Management, Inc. Fidelity Covington Tr Msci Fin Transaction History

Yoder Wealth Management, Inc.

$181 Billion
Q4 2024

A detailed history of Yoder Wealth Management, Inc. transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 58,413 shares of FNCL stock, worth $4.29 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares

58,413

Previous 51,578 13.25%

Holding current value

$4.29 Million

Previous $3.29 Billion 21.81%

% of portfolio

2.22%

Previous 1.98%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$63.19 - $73.31 $431,903 - $501,073	6,835 Added 13.25%	58,413 $4.01 Billion
Q3 2024 Oct 23, 2024	BUY	$57.69 - $64.56 $210,741 - $235,837	3,653 Added 7.62%	51,578 $3.29 Billion
Q2 2024 Jul 23, 2024	SELL	$55.6 - $59.74 $103,138 - $110,817	-1,855 Reduced 3.73%	47,925 $2.78 Billion
Q1 2024 Apr 19, 2024	SELL	$52.62 - $59.4 $11,102 - $12,533	-211 Reduced 0.42%	49,780 $2.96 Billion
Q4 2023 Feb 02, 2024	BUY	$44.01 - $53.82 $184,269 - $225,344	4,187 Added 9.14%	49,991 $2.68 Billion
Q3 2023 Oct 18, 2023	BUY	$46.5 - $50.18 $173,352 - $187,071	3,728 Added 8.86%	45,804 $2.13 Billion
Q2 2023 Aug 04, 2023	BUY	$43.27 - $47.21 $287,226 - $313,379	6,638 Added 18.73%	42,076 $1.98 Billion
Q1 2023 May 15, 2023	BUY	$43.18 - $52.48 $1.53 Million - $1.86 Million	35,438 New	35,438 $1.6 Billion

Others Institutions Holding FNCL

# of Institutions

255

Shares Held

11.4M

Call Options Held

100

Put Options Held

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About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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Yoder Wealth Management, Inc. Fidelity Covington Tr Msci Fin Transaction History