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

Primoris Wealth Advisors, LLC

  • $135 Million
  • Q2 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 4,225 shares of FNCL stock, worth $319,832. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,225
Holding current value
$319,832
% of portfolio
0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
279
Shares Held
12.1M
Call Options Held
11.4K
Put Options Held
1.1K
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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