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 4,255 shares of FNCL stock, worth $273,724. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,255
Previous 5,255 19.03%
Holding current value
$273,724
Previous $281 Million 10.18%
% of portfolio
0.19%
Previous 0.24%

Shares

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

About FIDELITY COVINGTON TR MSCI FIN


  • Ticker FNCL
  • Sector ETFs
  • Industry ETFs
More about FNCL
Track This Portfolio

Track Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.