Harbor Asset Planning, Inc. Fidelity Covington Tr Msci Fin Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 28,642 shares of FNCL stock, worth $2.13 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
28,642
Previous 28,348
1.04%
Holding current value
$2.13 Million
Previous $2.1 Billion
4.18%
% of portfolio
1.96%
Previous 2.0%
Shares
2 transactions
Others Institutions Holding FNCL
# of Institutions
291Shares Held
13.6MCall Options Held
8.8KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.7MShares$201 Million0.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.83MShares$136 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6854KShares$63.4 Million0.31% of portfolio
-
Commonwealth Equity Services, LLC449KShares$33.3 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ430KShares$32 Million0.05% of portfolio