Mowery & Schoenfeld Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51 Billion
- Q1 2025
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 861 shares of FVAL stock, worth $53,382. This represents 0.1% of its overall portfolio holdings.
Number of Shares
861Holding current value
$53,382% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding FVAL
# of Institutions
139Shares Held
7.77MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.3MShares$80.8 Million0.03% of portfolio
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Commonwealth Equity Services, LLC853KShares$52.9 Million0.07% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN572KShares$35.5 Million0.13% of portfolio
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High Probability Advisors, LLC Pittsford, NY378KShares$23.4 Million3.75% of portfolio
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Custos Family Office, LLC Greenwood Village, CO319KShares$19.8 Million6.77% of portfolio