Summit Wealth Group LLC / CO Fidelity Covington Tr Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Fidelity Covington Tr stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 231,839 shares of FIVA stock, worth $7.12 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
231,839Holding current value
$7.12 Million% of portfolio
1.71%Shares
1 transactions
Others Institutions Holding FIVA
# of Institutions
49Shares Held
2.75MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.48MShares$45.5 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC235KShares$7.21 Million0.0% of portfolio
-
Kestra Advisory Services, LLC108KShares$3.3 Million0.02% of portfolio
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Cetera Investment Advisers Schaumburg, IL98.7KShares$3.03 Million0.01% of portfolio
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Cadent Capital Advisors, LLC56.4KShares$1.73 Million0.55% of portfolio