Golden State Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding FVAL
# of Institutions
131Shares Held
13MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$141 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$129 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$124 Million3.16% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72.2 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$57.6 Million0.08% of portfolio