Atlas Capital Advisors LLC Fidelity Covington Tr Value Fa Transaction History
Atlas Capital Advisors LLC
- $656 Billion
- Q3 2024
A detailed history of Atlas Capital Advisors LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 264 shares of FVAL stock, worth $16,552. This represents 0.0% of its overall portfolio holdings.
Number of Shares
264
Previous 180
46.67%
Holding current value
$16,552
Previous $10.4 Million
54.35%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FVAL
# of Institutions
121Shares Held
11.8MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$225 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$71.8 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$57.4 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$56.3 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$51.6 Million21.59% of portfolio