Bms Financial Advisors, LLC Fidelity Covington Tr Value Fa Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 7,181 shares of FVAL stock, worth $432,296. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,181
Previous 38,109
81.16%
Holding current value
$432,296
Previous $1.74 Million
79.8%
% of portfolio
0.24%
Previous 1.22%
Shares
5 transactions
Others Institutions Holding FVAL
# of Institutions
112Shares Held
7.62MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$66.5 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY850KShares$51.1 Million0.0% of portfolio
-
Goodwin Investment Advisory Woodstock, GA795KShares$47.8 Million12.6% of portfolio
-
Commonwealth Equity Services, LLC715KShares$43 Million0.07% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN557KShares$33.5 Million0.06% of portfolio