Capital A Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History

Capital A Wealth Management, LLC

$8.94 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 26, 2025	BUY	$60.19 - $64.39 $722 - $772	12 New	12 $738,000

Others Institutions Holding FVAL

# of Institutions

140

Shares Held

7.22M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.4M
Shares

$96 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

830K
Shares

$57 Million
0.07% of portfolio
High Probability Advisors, LLC Pittsford, NY

428K
Shares

$29.4 Million
4.04% of portfolio
Royal Bank Of Canada Toronto, A6

358K
Shares

$24.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

294K
Shares

$20.2 Million
0.01% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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