Cyndeo Wealth Partners, LLC Fidelity Covington Tr Value Fa Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 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 36,383 shares of FVAL stock, worth $2.15 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
36,383Holding current value
$2.15 Million% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding FVAL
# of Institutions
112Shares Held
7.62MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$65.3 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY850KShares$50.2 Million0.0% of portfolio
-
Goodwin Investment Advisory Woodstock, GA795KShares$47 Million12.6% of portfolio
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Commonwealth Equity Services, LLC715KShares$42.3 Million0.07% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN557KShares$32.9 Million0.06% of portfolio