Avaii Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Avaii Wealth Management, LLC
- $168 Million
- Q1 2024
A detailed history of Avaii Wealth Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 4,751 shares of FVAL stock, worth $276,555. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,751
Previous 4,995
4.88%
Holding current value
$276,555
Previous $264,000
2.65%
% of portfolio
0.16%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding FVAL
# of Institutions
114Shares Held
7.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc954KShares$55.5 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY773KShares$45 Million0.0% of portfolio
-
Goodwin Investment Advisory Woodstock, GA765KShares$44.5 Million20.59% of portfolio
-
Commonwealth Equity Services, LLC648KShares$37.7 Million0.06% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN518KShares$30.1 Million0.06% of portfolio