Sagespring Wealth Partners, LLC Fidelity Covington Tr Value Fa Transaction History
Sagespring Wealth Partners, LLC
- $4.64 Trillion
- Q2 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 4,020 shares of FVAL stock, worth $268,294. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,020
Previous 10,685
62.38%
Holding current value
$268,294
Previous $637 Million
59.68%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FVAL
# of Institutions
140Shares Held
7.16MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.4MShares$93.3 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC830KShares$55.4 Million0.07% of portfolio
-
High Probability Advisors, LLC Pittsford, NY415KShares$27.7 Million3.96% of portfolio
-
Royal Bank Of Canada Toronto, A6358KShares$23.9 Million0.0% of portfolio
-
Custos Family Office, LLC Greenwood Village, CO322KShares$21.5 Million6.64% of portfolio