R Pg Family Wealth Advisory, LLC Fidelity Covington Tr Msci Fin Transaction History

R Pg Family Wealth Advisory, LLC

  • $284 Million
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$57.69 - $64.56 $8,076 - $9,038
140 New
140 $8,000
Q2 2022

Aug 12, 2022
SELL
$43.64 - $54.04 $41,807 - $51,770
-958 Closed
0 $0
Q4 2020

Feb 16, 2021
SELL
$33.76 - $42.22 $6,752 - $8,444
-200 Reduced 17.27%
958 $0
Q3 2020

Nov 10, 2020
SELL
$32.1 - $35.99 $4,494 - $5,038
-140 Reduced 10.79%
1,158 $0
Q1 2020

May 14, 2020
SELL
$24.81 - $45.08 $1,984 - $3,606
-80 Reduced 5.81%
1,298 $0
Q4 2019

Feb 12, 2020
SELL
$38.83 - $44.77 $10,872 - $12,535
-280 Reduced 16.89%
1,378 $0
Q3 2019

Nov 12, 2019
SELL
$40.49 - $41.5 $14,373 - $14,732
-355 Reduced 17.64%
1,658 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-1,541 Reduced 43.36%
2,013 $0
Q2 2018

Aug 10, 2018
SELL
N/A
-547 Reduced 13.34%
3,554 $0
Q1 2018

May 15, 2018
BUY
N/A
570 Added 16.14%
4,101 $0
Q4 2017

Feb 13, 2018
BUY
N/A
603 Added 20.59%
3,531 $0
Q3 2017

Nov 08, 2017
SELL
N/A
-1,049 Reduced 26.38%
2,928 $0
Q2 2017

Aug 14, 2017
BUY
N/A
3,977
3,977 $0

Others Institutions Holding FNCL

# of Institutions
214
Shares Held
10.3M
Call Options Held
600
Put Options Held
3.2K
View Full List

About FIDELITY COVINGTON TR MSCI FIN

FNCL Quotes by TradingView
  • Ticker FNCL
  • Sector ETFs
  • Industry ETFs
More about FNCL
Track This Portfolio

Track R Pg Family Wealth Advisory, LLC Portfolio

Follow R Pg Family Wealth Advisory, 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 R Pg Family Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on R Pg Family Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email