Cyndeo Wealth Partners, LLC Fidelity Covington Tr Value Fa Call Options Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FVAL

# of Institutions

121

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Dynasty Wealth Management, LLC St. Petersburg, FL

3.58M
Shares

$226 Million
8.98% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$72.2 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

915K
Shares

$57.7 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

897K
Shares

$56.6 Million
0.08% of portfolio
Goodwin Investment Advisory Woodstock, GA

823K
Shares

$51.9 Million
21.59% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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