Valued Wealth Advisors LLC Fidelity Covington Tr Msci Fin Transaction History
Valued Wealth Advisors LLC
- $216 Billion
- Q3 2025
A detailed history of Valued Wealth Advisors LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 73 shares of FNCL stock, worth $5,420. This represents 0.0% of its overall portfolio holdings.
Number of Shares
73
Previous 73
-0.0%
Holding current value
$5,420
Previous $5.41 Million
3.11%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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