Valued Wealth Advisors LLC Fidelity Covington Tr Msci Fin Transaction History
Valued Wealth Advisors LLC
- $192 Billion
- Q2 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 $5,526. This represents 0.0% of its overall portfolio holdings.
Number of Shares
73
Previous 73
-0.0%
Holding current value
$5,526
Previous $5.08 Million
6.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNCL
# of Institutions
279Shares Held
12.1MCall Options Held
11.4KPut Options Held
1.1K-
Lido Advisors, LLC Los Angeles, CA2.51MShares$190 Million0.72% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.82MShares$138 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC596KShares$45.1 Million0.06% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6579KShares$43.8 Million0.21% of portfolio
-
Morgan Stanley New York, NY332KShares$25.1 Million0.0% of portfolio