Quotient Wealth Partners, LLC Fidelity Covington Tr Value Fa Transaction History
Quotient Wealth Partners, LLC
- $3.04 Trillion
- Q3 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 9,391 shares of FVAL stock, worth $594,356. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,391
Previous 7,256
29.42%
Holding current value
$594,356
Previous $418 Million
36.2%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FVAL
# of Institutions
113Shares Held
7.63MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.14MShares$72.4 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC897KShares$56.8 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY850KShares$53.8 Million0.0% of portfolio
-
Goodwin Investment Advisory Woodstock, GA795KShares$50.3 Million12.6% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN576KShares$36.5 Million0.07% of portfolio