Acorn Financial Advisory Services Inc Fidelity Covington Tr Msci Fin Transaction History

Acorn Financial Advisory Services Inc

$461 Million
Q1 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 7,056 shares of FNCL stock, worth $504,574. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,056

Previous 6,488 8.75%

Holding current value

$504,574

Previous $445,000 10.11%

% of portfolio

0.11%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$66.3 - $74.17 $37,658 - $42,128	568 Added 8.75%	7,056 $490,000
Q4 2024 Feb 14, 2025	BUY	$63.19 - $73.31 $45,686 - $53,003	723 Added 12.54%	6,488 $445,000
Q3 2024 Nov 01, 2024	BUY	$57.69 - $64.56 $57 - $64	1 Added 0.02%	5,765 $368,000
Q2 2024 Aug 01, 2024	BUY	$55.6 - $59.74 $69,778 - $74,973	1,255 Added 27.83%	5,764 $333,000
Q1 2024 May 08, 2024	BUY	$52.62 - $59.4 $237,263 - $267,834	4,509 New	4,509 $267,000

Others Institutions Holding FNCL

# of Institutions

278

Shares Held

12.3M

Call Options Held

7.1K

Put Options Held

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About FIDELITY COVINGTON TR MSCI FIN

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Acorn Financial Advisory Services Inc Fidelity Covington Tr Msci Fin Transaction History