Foguth Wealth Management, Llc. Fidelity Covington Tr Value Fa Transaction History
Foguth Wealth Management, Llc.
- $275 Billion
- Q3 2024
A detailed history of Foguth Wealth Management, Llc. transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 5,560 shares of FVAL stock, worth $351,725. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,560
Previous 5,905
5.84%
Holding current value
$351,725
Previous $340 Million
0.8%
% of portfolio
0.12%
Previous 0.15%
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$227 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72.4 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$57.9 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$56.8 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$52.1 Million21.59% of portfolio