Avantax Advisory Services, Inc. Fidelity Covington Tr Msci Fin Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	$50.54 - $58.97 $372,176 - $434,255	-7,364 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$53.73 - $58.47 $395,667 - $430,573	7,364 New	7,364 $412,000

Others Institutions Holding FNCL

# of Institutions

213

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$162 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$143 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$34.6 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$27.4 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$22.7 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
Sector ETFs
Industry ETFs

More about FNCL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.