Axxcess Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 5,349 shares of FNCL stock, worth $382,506. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,349
Previous 3,456 54.77%
Holding current value
$382,506
Previous $237,000 56.54%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$66.3 - $74.17 $125,505 - $140,403
1,893 Added 54.77%
5,349 $371,000
Q4 2024

Feb 10, 2025
BUY
$63.19 - $73.31 $218,384 - $253,359
3,456 New
3,456 $237,000
Q1 2024

May 14, 2024
SELL
$52.62 - $59.4 $35,465 - $40,035
-674 Reduced 13.33%
4,383 $260,000
Q4 2023

Feb 06, 2024
BUY
$44.01 - $53.82 $222,558 - $272,167
5,057 New
5,057 $270,000

Others Institutions Holding FNCL

# of Institutions
278
Shares Held
12.3M
Call Options Held
7.1K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI FIN

FNCL Quotes by TradingView
  • Ticker FNCL
  • Sector ETFs
  • Industry ETFs
More about FNCL
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