Amplius Wealth Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 3,002 shares of FNCL stock, worth $227,491. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,002
Previous 2,976 0.87%
Holding current value
$227,491
Previous $204,000 8.82%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$61.08 - $74.04 $1,588 - $1,925
26 Added 0.87%
3,002 $222,000
Q1 2025

Apr 10, 2025
SELL
$66.3 - $74.17 $1,458 - $1,631
-22 Reduced 0.73%
2,976 $204,000
Q4 2024

Jan 16, 2025
BUY
$63.19 - $73.31 $189,443 - $219,783
2,998 New
2,998 $205,000
Q3 2022

Nov 10, 2022
BUY
$43.08 - $51.06 $81,808 - $96,962
1,899 Added 22.05%
10,511 $453,000
Q2 2022

Jul 21, 2022
BUY
$43.64 - $54.04 $375,827 - $465,392
8,612 New
8,612 $384,000

Others Institutions Holding FNCL

# of Institutions
282
Shares Held
12.1M
Call Options Held
11.4K
Put Options Held
1.1K
View Full List

About FIDELITY COVINGTON TR MSCI FIN

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  • Ticker FNCL
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