Halpern Financial, Inc. Fidelity Covington Tr Value Fa Transaction History
Halpern Financial, Inc.
- $389 Billion
- Q3 2024
A detailed history of Halpern Financial, Inc. transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Halpern Financial, Inc. holds 155,686 shares of FVAL stock, worth $10.4 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
155,686
Previous 174,649
10.86%
Holding current value
$10.4 Million
Previous $10.1 Billion
6.82%
% of portfolio
2.41%
Previous 2.76%
Shares
20 transactions
Others Institutions Holding FVAL
# of Institutions
135Shares Held
7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.4MShares$93.3 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC830KShares$55.4 Million0.07% of portfolio
-
High Probability Advisors, LLC Pittsford, NY415KShares$27.7 Million3.96% of portfolio
-
Custos Family Office, LLC Greenwood Village, CO322KShares$21.5 Million6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC294KShares$19.7 Million0.01% of portfolio