Ellevest, Inc. Fidelity Covington Tr Msci Fin Transaction History

Ellevest, Inc.

$1.48 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$43.18 - $52.48 $6,649 - $8,081	154 New	154 $6,000

Others Institutions Holding FNCL

# of Institutions

269

Shares Held

12.3M

Call Options Held

7.1K

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

2.53M
Shares

$192 Million
0.73% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.85M
Shares

$141 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

829K
Shares

$62.8 Million
0.33% of portfolio
Commonwealth Equity Services, LLC

589K
Shares

$44.7 Million
0.06% of portfolio
Morgan Stanley New York, NY

323K
Shares

$24.5 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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