Oliver Lagore Vanvalin Investment Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio FNCL Stock Details FNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$20.1K	Buy	+289	New	+$20K	0.01%	336
2024 Q4	$19.8K	Sell	289 -19	-6%	-$1.31K	0.01%	365
2024 Q3	$19.7K	Buy	308 +19	+7%	+$1.17K	0.01%	345
2024 Q2	$16.7K	Hold	289	–	–	﹤0.01%	356
2024 Q1	$17.2K	Hold	289	–	–	0.01%	356
2023 Q4	$15.5K	Hold	289	–	–	0.01%	354
2023 Q3	$13.5K	Hold	289	–	–	0.01%	391
2023 Q2	$13.6K	Hold	289	–	–	0.01%	418
2023 Q1	$13K	Hold	289	–	–	0.01%	349
2022 Q4	$13.9K	Hold	289	–	–	0.01%	323
2022 Q3	$12K	Hold	289	–	–	0.01%	311
2022 Q2	$13K	Hold	289	–	–	0.01%	310
2022 Q1	$16K	Buy	+289	New	+$16K	0.01%	279

Other funds holding FNCL

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return