Lji Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Lji Wealth Management, LLC
- $489 Billion
- Q3 2024
A detailed history of Lji Wealth Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Lji Wealth Management, LLC holds 3,930 shares of FVAL stock, worth $242,991. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,930
Previous 3,930
-0.0%
Holding current value
$242,991
Previous $226 Million
5.24%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding FVAL
# of Institutions
121Shares Held
11.8MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$222 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$70.8 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$56.6 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$55.5 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$50.9 Million21.59% of portfolio