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

113

Shares Held

7.57M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.14M
Shares

$70.1 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

897K
Shares

$55 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

850K
Shares

$52 Million
0.0% of portfolio
Goodwin Investment Advisory Woodstock, GA

795K
Shares

$48.7 Million
12.6% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

576K
Shares

$35.3 Million
0.07% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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