Hoxton Planning & Management, LLC Fidelity Covington Tr Value Fa Transaction History
Hoxton Planning & Management, LLC
- $207 Million
- Q1 2024
A detailed history of Hoxton Planning & Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 8,680 shares of FVAL stock, worth $505,783. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,680
Previous 8,643
0.43%
Holding current value
$505,783
Previous $458,000
8.08%
% of portfolio
0.24%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding FVAL
# of Institutions
114Shares Held
7.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc954KShares$55.6 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY773KShares$45 Million0.0% of portfolio
-
Goodwin Investment Advisory Woodstock, GA765KShares$44.6 Million20.59% of portfolio
-
Commonwealth Equity Services, LLC648KShares$37.8 Million0.06% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN518KShares$30.2 Million0.06% of portfolio