Primoris Wealth Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 8,950 shares of FNCL stock, worth $664,627. This represents 0.46% of its overall portfolio holdings.

Number of Shares
8,950
Previous 4,225 111.83%
Holding current value
$664,627
Previous $312,000 118.91%
% of portfolio
0.46%
Previous 0.23%

Shares

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

Oct 27, 2025
BUY
$72.91 - $77.23 $344,499 - $364,911
4,725 Added 111.83%
8,950 $683,000
Q2 2025

Jul 29, 2025
BUY
$61.08 - $74.04 $258,063 - $312,819
4,225 New
4,225 $312,000
Q1 2024

May 07, 2024
BUY
$52.62 - $59.4 $180,591 - $203,860
3,432 New
3,432 $203,000

Others Institutions Holding FNCL

# of Institutions
291
Shares Held
13.6M
Call Options Held
8.8K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI FIN

FNCL Quotes by TradingView
  • Ticker FNCL
  • Sector ETFs
  • Industry ETFs
More about FNCL
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