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

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025

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 5,316 shares of FVAL stock, worth $307,477. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,316
Previous 31,611 83.18%
Holding current value
$307,477
Previous $1.94 Million 83.73%
% of portfolio
0.02%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$58.79 - $65.0 $1.55 Million - $1.71 Million
-26,295 Reduced 83.18%
5,316 $316,000
Q4 2024

Jan 21, 2025
SELL
$60.19 - $64.39 $287,347 - $307,397
-4,774 Reduced 13.12%
31,611 $1.94 Million
Q3 2024

Oct 18, 2024
BUY
$55.27 - $60.6 $110 - $121
2 Added 0.01%
36,385 $2.2 Million
Q2 2024

Jul 30, 2024
BUY
$54.5 - $57.58 $1.98 Million - $2.09 Million
36,383 New
36,383 $2.09 Million

Others Institutions Holding FVAL

# of Institutions
133
Shares Held
11.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR VALUE FA

FVAL Quotes by TradingView
  • Ticker FVAL
  • Sector ETFs
  • Industry ETFs
More about FVAL
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