Montis Financial, LLC Fidelity Covington Tr Msci Fin Transaction History

Montis Financial, LLC

  • $357 Million
  • Q2 2025

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 9,708 shares of FNCL stock, worth $722,663. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,708
Previous 11,951 18.77%
Holding current value
$722,663
Previous $830,000 13.49%
% of portfolio
0.2%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$61.08 - $74.04 $137,002 - $166,071
-2,243 Reduced 18.77%
9,708 $718,000
Q1 2025

May 02, 2025
BUY
$66.3 - $74.17 $144,202 - $161,319
2,175 Added 22.25%
11,951 $830,000
Q4 2024

Feb 10, 2025
BUY
$63.19 - $73.31 $17,250 - $20,013
273 Added 2.87%
9,776 $671,000
Q3 2024

Oct 10, 2024
BUY
$57.69 - $64.56 $548,228 - $613,513
9,503 New
9,503 $606,000

Others Institutions Holding FNCL

# of Institutions
271
Shares Held
12.3M
Call Options Held
7.1K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI FIN

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