Kovitz Investment Group Partners, LLC Fidelity Covington Tr Msci Fin Transaction History

Kovitz Investment Group Partners, LLC

$21.5 Billion
Q2 2025

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 215,753 shares of FNCL stock, worth $16.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

215,753

Previous 89,487 141.1%

Holding current value

$16.5 Million

Previous $6.22 Million 156.78%

% of portfolio

0.07%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$61.08 - $74.04 $7.71 Million - $9.35 Million	126,266 Added 141.1%	215,753 $16 Million
Q1 2025 May 13, 2025	SELL	$66.3 - $74.17 $9.47 Million - $10.6 Million	-142,898 Reduced 61.49%	89,487 $6.22 Million
Q4 2024 Aug 25, 2025	BUY	$63.19 - $73.31 $1.06 Million - $1.23 Million	16,837 Added 7.8%	232,590 $16 Million
Q4 2024 Feb 14, 2025	BUY	$63.19 - $73.31 $2.64 Million - $3.07 Million	41,813 Added 21.94%	232,385 $16 Million
Q3 2024 Nov 14, 2024	SELL	$57.69 - $64.56 $215,933 - $241,648	-3,743 Reduced 1.93%	190,572 $12.2 Million
Q2 2024 Aug 14, 2024	BUY	$55.6 - $59.74 $10.8 Million - $11.6 Million	194,315 New	194,315 $11.3 Million

Others Institutions Holding FNCL

# of Institutions

277

Shares Held

12.1M

Call Options Held

11.4K

Put Options Held

1.1K

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About FIDELITY COVINGTON TR MSCI FIN

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Kovitz Investment Group Partners, LLC Fidelity Covington Tr Msci Fin Transaction History