Smith Shellnut Wilson LLC Fidelity Covington Tr Msci Fin Transaction History

Smith Shellnut Wilson LLC

  • $228 Million
  • Q2 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 30,894 shares of FNCL stock, worth $2.34 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
30,894
Previous 32,560 5.12%
Holding current value
$2.34 Million
Previous $2.24 Million 2.24%
% of portfolio
1.0%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$61.08 - $74.04 $101,759 - $123,350
-1,666 Reduced 5.12%
30,894 $2.29 Million
Q1 2025

Apr 17, 2025
BUY
$66.3 - $74.17 $44,487 - $49,768
671 Added 2.1%
32,560 $2.24 Million
Q4 2024

Mar 04, 2025
BUY
$63.19 - $73.31 $2.02 Million - $2.34 Million
31,889 New
31,889 $2.19 Million

Others Institutions Holding FNCL

# of Institutions
283
Shares Held
12.1M
Call Options Held
11.4K
Put Options Held
1.1K
View Full List

About FIDELITY COVINGTON TR MSCI FIN

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