Panoramic Investment Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History

Panoramic Investment Advisors, LLC

$145 Billion
Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 4,075 shares of FNCL stock, worth $280,400. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,075

Previous 4,255 4.23%

Holding current value

$280,400

Previous $253 Million 2.95%

% of portfolio

0.18%

Previous 0.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$57.69 - $64.56 $10,384 - $11,620	-180 Reduced 4.23%	4,075 $260 Million
Q1 2024 Apr 18, 2024	SELL	$52.62 - $59.4 $52,620 - $59,400	-1,000 Reduced 19.03%	4,255 $253 Million
Q4 2023 Jan 23, 2024	SELL	$44.01 - $53.82 $4,401 - $5,382	-100 Reduced 1.87%	5,255 $281 Million
Q3 2023 Nov 15, 2023	SELL	$46.5 - $50.18 $82,537 - $89,069	-1,775 Reduced 24.89%	5,355 $249 Million
Q4 2022 Mar 01, 2023	BUY	$43.24 - $51.2 $308,301 - $365,056	7,130 New	7,130 $342 Million

Others Institutions Holding FNCL

# of Institutions

213

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

View Full List

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
Sector ETFs
Industry ETFs

More about FNCL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Account

Panoramic Investment Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History