Sterling Group Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History

Sterling Group Wealth Management, LLC

$192 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 17, 2023	BUY	$40.66 - $46.74 $193,500 - $222,435	4,759 New	4,759 $209 Million

Others Institutions Holding FVAL

# of Institutions

124

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Dynasty Wealth Management, LLC St. Petersburg, FL

3.58M
Shares

$228 Million
8.98% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$72.7 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

915K
Shares

$58.1 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

897K
Shares

$57 Million
0.08% of portfolio
Goodwin Investment Advisory Woodstock, GA

823K
Shares

$52.3 Million
21.59% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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