Financial Synergies Wealth Advisors, Inc. Fidelity Covington Tr Preferre Transaction History
Financial Synergies Wealth Advisors, Inc.
- $988 Billion
- Q3 2025
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Fidelity Covington Tr Preferre stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 9,235 shares of FPFD stock, worth $203,631. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,235Holding current value
$203,631% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FPFD
# of Institutions
17Shares Held
448KCall Options Held
0Put Options Held
0-
New Millennium Group LLC Sandy, UT153KShares$3.38 Million1.83% of portfolio
-
Commonwealth Equity Services, LLC108KShares$2.38 Million0.0% of portfolio
-
Sunbelt Securities, Inc. Houston, TX50.5KShares$1.11 Million0.1% of portfolio
-
Jane Street Group, LLC New York, NY40.3KShares$887,9530.0% of portfolio
-
Janney Montgomery Scott LLC37KShares$815,6950.0% of portfolio