Avion Wealth Fidelity Covington Tr Msci Fin Transaction History

Avion Wealth

$466 Million
Q3 2025

A detailed history of Avion Wealth transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Avion Wealth holds 10 shares of FNCL stock, worth $757. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$757

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 24, 2025	BUY	$72.91 - $77.23 $729 - $772	10 New	10 $0

Others Institutions Holding FNCL

# of Institutions

285

Shares Held

12M

Call Options Held

9.6K

Put Options Held

Lido Advisors, LLC Los Angeles, CA

2.51M
Shares

$190 Million
0.72% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.82M
Shares

$138 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

579K
Shares

$43.9 Million
0.21% of portfolio
Commonwealth Equity Services, LLC

449K
Shares

$34 Million
0.04% of portfolio
Morgan Stanley New York, NY

332K
Shares

$25.1 Million
0.0% of portfolio

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About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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