Montis Financial, LLC Fidelity Covington Tr Msci Fin Transaction History

Montis Financial, LLC

$280 Million
Q3 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 9,503 shares of FNCL stock, worth $633,279. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,503

Holding current value

$633,279

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

201

Shares Held

10.2M

Call Options Held

100

Put Options Held

Lido Advisors, LLC Los Angeles, CA

2.36M
Shares

$157 Million
0.77% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.04M
Shares

$136 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$25.6 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

314K
Shares

$20.9 Million
0.3% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

294K
Shares

$19.6 Million
0.1% of portfolio

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About FIDELITY COVINGTON TR MSCI FIN

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Montis Financial, LLC Fidelity Covington Tr Msci Fin Transaction History