Capital A Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Capital A Wealth Management, LLC
- $95.4 Billion
- Q1 2025
A detailed history of Capital A Wealth Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 12 shares of FVAL stock, worth $770. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12
Previous 12
-0.0%
Holding current value
$770
Previous $738,000
3.12%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FVAL
# of Institutions
139Shares Held
7.77MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.3MShares$83.7 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC853KShares$54.8 Million0.07% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN572KShares$36.7 Million0.13% of portfolio
-
High Probability Advisors, LLC Pittsford, NY378KShares$24.3 Million3.75% of portfolio
-
Custos Family Office, LLC Greenwood Village, CO319KShares$20.5 Million6.77% of portfolio