Cyndeo Wealth Partners, LLC Fidelity Covington Tr Value Fa Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 36,385 shares of FVAL stock, worth $2.3 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
36,385
Previous 36,383
0.01%
Holding current value
$2.3 Million
Previous $2.09 Million
5.25%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding FVAL
# of Institutions
113Shares Held
7.57MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.14MShares$72.4 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC897KShares$56.8 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY850KShares$53.8 Million0.0% of portfolio
-
Goodwin Investment Advisory Woodstock, GA795KShares$50.3 Million12.6% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN576KShares$36.5 Million0.07% of portfolio