Dynasty Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Dynasty Wealth Management, LLC
- $6 Trillion
- Q1 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 4,868 shares of FVAL stock, worth $296,704. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,868
Previous 2,040,969
99.76%
Holding current value
$296,704
Previous $126 Billion
99.77%
% of portfolio
0.0%
Previous 2.17%
Shares
4 transactions
Others Institutions Holding FVAL
# of Institutions
139Shares Held
7.75MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.3MShares$79.5 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC853KShares$52 Million0.07% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN572KShares$34.9 Million0.13% of portfolio
-
High Probability Advisors, LLC Pittsford, NY378KShares$23 Million3.75% of portfolio
-
Custos Family Office, LLC Greenwood Village, CO319KShares$19.5 Million6.77% of portfolio