Dynamic Advisor Solutions LLC Fidelity Covington Tr Value Fa Call Options Transaction History

Dynamic Advisor Solutions LLC

$3.14 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FVAL

# of Institutions

133

Shares Held

7.69M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.4M
Shares

$90 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

830K
Shares

$53.4 Million
0.07% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

572K
Shares

$36.8 Million
0.13% of portfolio
High Probability Advisors, LLC Pittsford, NY

415K
Shares

$26.7 Million
3.96% of portfolio
Custos Family Office, LLC Greenwood Village, CO

322K
Shares

$20.7 Million
6.64% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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