Almanack Investment Partners, Llc. Fidelity Covington Tr Value Fa Transaction History
Almanack Investment Partners, Llc.
- $602 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding FVAL
# of Institutions
127Shares Held
9.76MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$130 Million2.17% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72.7 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$58.1 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC908KShares$57.6 Million0.08% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN572KShares$36.3 Million0.07% of portfolio