Personal Cfo Solutions, LLC Fidelity Covington Tr Msci Fin Transaction History

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 118,350 shares of FNCL stock, worth $8.79 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
118,350
Previous 111,103 6.52%
Holding current value
$8.79 Million
Previous $7.72 Million 16.98%
% of portfolio
1.62%
Previous 1.6%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$72.91 - $77.23 $528,378 - $559,685
7,247 Added 6.52%
118,350 $9.03 Million
Q1 2025

Apr 30, 2025
BUY
$66.3 - $74.17 $7.37 Million - $8.24 Million
111,103 New
111,103 $7.72 Million
Q3 2024

Nov 14, 2024
BUY
$57.69 - $64.56 $4.73 Million - $5.29 Million
81,942 New
81,942 $5.23 Million
Q4 2022

Feb 14, 2023
BUY
$43.24 - $51.2 $103,776 - $122,880
2,400 Added 2.79%
88,330 $4.23 Million
Q3 2022

Nov 01, 2022
SELL
$43.08 - $51.06 $18,955 - $22,466
-440 Reduced 0.51%
85,930 $3.7 Million
Q2 2022

Aug 05, 2022
SELL
$43.64 - $54.04 $1.08 Million - $1.34 Million
-24,774 Reduced 22.29%
86,370 $3.86 Million
Q1 2022

May 02, 2022
BUY
$50.54 - $58.97 $5.62 Million - $6.55 Million
111,144 New
111,144 $6.02 Million
Q4 2021

Feb 11, 2022
SELL
$53.73 - $58.47 $274,184 - $298,372
-5,103 Closed
0 $0
Q3 2021

Nov 18, 2021
BUY
$50.02 - $55.63 $36,214 - $40,276
724 Added 16.53%
5,103 $274,000
Q2 2021

Jul 22, 2021
SELL
$49.54 - $54.72 $61,033 - $67,415
-1,232 Reduced 21.96%
4,379 $229,000
Q1 2021

Apr 21, 2021
BUY
$41.59 - $50.21 $14,722 - $17,774
354 Added 6.73%
5,611 $275,000
Q4 2020

Feb 09, 2021
BUY
$33.76 - $42.22 $177,476 - $221,950
5,257 New
5,257 $0
Q3 2020

Nov 02, 2020
SELL
$32.1 - $35.99 $2.79 Million - $3.13 Million
-87,019 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$27.44 - $38.15 $152,237 - $211,656
5,548 Added 6.81%
87,019 $2.88 Million
Q1 2020

Apr 30, 2020
SELL
$24.81 - $45.08 $328,013 - $596,002
-13,221 Reduced 13.96%
81,471 $2.39 Million
Q4 2019

Feb 13, 2020
BUY
$38.83 - $44.77 $3.68 Million - $4.24 Million
94,692 New
94,692 $4.21 Million

Others Institutions Holding FNCL

# of Institutions
290
Shares Held
13.6M
Call Options Held
8.8K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI FIN

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