Jaffetilchin Investment Partners, LLC Fidelity Covington Tr Msci Fin Transaction History

Jaffetilchin Investment Partners, LLC

$1.35 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$57.69 - $64.56 $15,864 - $17,754	275 New	275 $17,000

Others Institutions Holding FNCL

# of Institutions

277

Shares Held

12.3M

Call Options Held

7.1K

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

2.53M
Shares

$185 Million
0.73% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.85M
Shares

$136 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

829K
Shares

$60.8 Million
0.33% of portfolio
Commonwealth Equity Services, LLC

589K
Shares

$43.2 Million
0.06% of portfolio
Morgan Stanley New York, NY

323K
Shares

$23.7 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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