Ae Wealth Management LLC Fidelity Covington Tr Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,238 shares of FIVA stock, worth $100,831. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,238
Previous 3,398
4.71%
Holding current value
$100,831
Previous $90,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FIVA
# of Institutions
51Shares Held
2.79MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.48MShares$46.1 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC235KShares$7.31 Million0.0% of portfolio
-
Summit Wealth Group LLC / CO Colorado Springs, CO232KShares$7.22 Million1.71% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ113KShares$3.52 Million0.01% of portfolio
-
Kestra Advisory Services, LLC108KShares$3.35 Million0.02% of portfolio