Dynasty Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 2024
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 3,583,135 shares of FVAL stock, worth $229 Million. This represents 8.98% of its overall portfolio holdings.
Number of Shares
3,583,135
Previous 50,336
7018.43%
Holding current value
$229 Million
Previous $2.9 Billion
10153.7%
% of portfolio
8.98%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding FVAL
# of Institutions
121Shares Held
11.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.14MShares$73.1 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$58.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$57.3 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$52.6 Million21.59% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN576KShares$36.8 Million0.07% of portfolio