Grey Fox Wealth Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$43.18 - $52.48 $9,845 - $11,965	228 New	228 $10.3 Million

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

$164 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$144 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$34.9 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$27.7 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$23 Million
0.28% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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