Cedar Point Capital Partners, LLC Fidelity Covington Tr Value Fa Transaction History
Cedar Point Capital Partners, LLC
- $148 Billion
- Q4 2024
A detailed history of Cedar Point Capital Partners, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Cedar Point Capital Partners, LLC holds 52,274 shares of FVAL stock, worth $3.34 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
52,274
Previous 51,487
1.53%
Holding current value
$3.34 Million
Previous $3.12 Billion
3.08%
% of portfolio
2.18%
Previous 2.14%
Shares
5 transactions
Others Institutions Holding FVAL
# of Institutions
122Shares Held
11.7MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$229 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$73 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$58.4 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$57.3 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$52.5 Million21.59% of portfolio