Wealth Plan Partners, LLC Fidelity Covington Tr Msci Fin Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 21, 2018	SELL	N/A	-6,300 Closed	0 $0
Q2 2018 Aug 16, 2018	BUY	N/A	12 Added 0.19%	6,300 $247,000
Q1 2018 May 16, 2018	BUY	N/A	6,288 New	6,288 $254,000

Others Institutions Holding FNCL

# of Institutions

203

Shares Held

9.76M

Call Options Held

5.4K

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$133 Million
0.8% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.09M
Shares

$123 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

365K
Shares

$21.4 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

312K
Shares

$18.2 Million
0.33% of portfolio
Full Sail Capital, LLC Oklahoma City, OK

292K
Shares

$17.1 Million
1.21% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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