Kovitz Investment Group Partners, LLC Fidelity Covington Tr Msci Fin Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 190,572 shares of FNCL stock, worth $13.5 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
190,572
Previous 194,315
1.93%
Holding current value
$13.5 Million
Previous $11.3 Million
8.09%
% of portfolio
0.08%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding FNCL
# of Institutions
214Shares Held
10.3MCall Options Held
600Put Options Held
3.2K-
Lido Advisors, LLC Los Angeles, CA2.27MShares$161 Million0.71% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2MShares$142 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6485KShares$34.4 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC384KShares$27.3 Million0.04% of portfolio
-
Congress Wealth Management LLC Boston, MA318KShares$22.6 Million0.28% of portfolio