Smith Shellnut Wilson LLC Fidelity Covington Tr Msci Fin Transaction History
Smith Shellnut Wilson LLC
- $257 Million
- Q3 2025
A detailed history of Smith Shellnut Wilson LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Smith Shellnut Wilson LLC holds 29,556 shares of FNCL stock, worth $2.19 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
29,556
Previous 30,894
4.33%
Holding current value
$2.19 Million
Previous $2.29 Million
1.36%
% of portfolio
0.88%
Previous 1.0%
Shares
4 transactions
Others Institutions Holding FNCL
# of Institutions
290Shares Held
13.6MCall Options Held
8.8KPut Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.7MShares$201 Million0.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.83MShares$136 Million0.02% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6854KShares$63.4 Million0.31% of portfolio
-
Commonwealth Equity Services, LLC449KShares$33.3 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ430KShares$32 Million0.05% of portfolio