Certified Advisory Corp Fidelity Covington Tr Msci Fin Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$41.59 - $50.21 $10,147 - $12,251	-244 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$40.49 - $41.5 $9,879 - $10,126	244 New	244 $10,000

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

$158 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$139 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$33.8 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$26.8 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$22.2 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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