Dynamic Advisor Solutions LLC Fidelity Covington Tr Value Fa Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 160,751 shares of FVAL stock, worth $9.96 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
160,751
Previous 163,423
1.64%
Holding current value
$9.96 Million
Previous $9.9 Million
0.24%
% of portfolio
0.43%
Previous 0.3%
Shares
9 transactions
Others Institutions Holding FVAL
# of Institutions
132Shares Held
13.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$138 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$126 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$121 Million3.16% of portfolio
-
Envestnet Asset Management Inc1.14MShares$70.5 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$56.2 Million0.08% of portfolio