Montis Financial, LLC Fidelity Covington Tr Msci Fin Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Montis Financial, LLC holds 9,776 shares of FNCL stock, worth $671,806. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,776
Previous 9,503
2.87%
Holding current value
$671,806
Previous $606,000
10.73%
% of portfolio
0.21%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding FNCL
# of Institutions
261Shares Held
11.5MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.31MShares$158 Million0.73% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.92MShares$132 Million0.03% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6751KShares$51.6 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC634KShares$43.6 Million0.06% of portfolio
-
Congress Wealth Management LLC Boston, MA321KShares$22.1 Million0.32% of portfolio