Zrc Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Zrc Wealth Management, LLC
- $253 Billion
- Q2 2025
A detailed history of Zrc Wealth Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 18 shares of FVAL stock, worth $1,155. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18
Previous 18
-0.0%
Holding current value
$1,155
Previous $1.07 Million
7.18%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FVAL
# of Institutions
140Shares Held
7.77MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.3MShares$83.7 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC853KShares$54.8 Million0.07% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN572KShares$36.7 Million0.13% of portfolio
-
High Probability Advisors, LLC Pittsford, NY378KShares$24.3 Million3.75% of portfolio
-
Custos Family Office, LLC Greenwood Village, CO319KShares$20.5 Million6.77% of portfolio