Cyndeo Wealth Partners, LLC Fidelity Covington Tr Value Fa Transaction History
Cyndeo Wealth Partners, LLC
- $1.61 Billion
- Q2 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 5,320 shares of FVAL stock, worth $355,056. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,320
Previous 5,316
0.08%
Holding current value
$355,056
Previous $316,000
7.28%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding FVAL
# of Institutions
141Shares Held
7.18MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.4MShares$93.3 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC830KShares$55.4 Million0.07% of portfolio
-
High Probability Advisors, LLC Pittsford, NY415KShares$27.7 Million3.96% of portfolio
-
Royal Bank Of Canada Toronto, A6358KShares$23.9 Million0.0% of portfolio
-
Custos Family Office, LLC Greenwood Village, CO322KShares$21.5 Million6.64% of portfolio