Wealth Enhancement Advisory Services, LLC Fidelity Covington Tr Msci Fin Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 9,369 shares of FNCL stock, worth $656,392. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,369

Previous 9,279 0.97%

Holding current value

$656,392

Previous $637,000 0.94%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$63.19 - $73.31 $5,687 - $6,597	90 Added 0.97%	9,369 $643,000
Q4 2024 Jan 10, 2025	BUY	$63.19 - $73.31 $63 - $73	1 Added 0.01%	9,279 $637,000
Q3 2024 Oct 23, 2024	SELL	$57.69 - $64.56 $63,689 - $71,274	-1,104 Reduced 10.63%	9,278 $592,000
Q2 2024 Jul 16, 2024	BUY	$55.6 - $59.74 $196,824 - $211,479	3,540 Added 51.74%	10,382 $601,000
Q1 2024 Apr 15, 2024	BUY	$52.62 - $59.4 $29,993 - $33,858	570 Added 9.09%	6,842 $406,000
Q4 2023 Jan 30, 2024	BUY	$44.01 - $53.82 $74,596 - $91,224	1,695 Added 37.03%	6,272 $335,000
Q3 2023 Nov 13, 2023	BUY	$46.5 - $50.18 $212,830 - $229,673	4,577 New	4,577 $213,000

Others Institutions Holding FNCL

# of Institutions

257

Shares Held

11.4M

Call Options Held

100

Put Options Held

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About FIDELITY COVINGTON TR MSCI FIN

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Wealth Enhancement Advisory Services, LLC Fidelity Covington Tr Msci Fin Transaction History