Dynamic Advisor Solutions LLC Fidelity Covington Tr Value Fa Transaction History
Dynamic Advisor Solutions LLC
- $3.12 Billion
- Q2 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 157,688 shares of FVAL stock, worth $9.14 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
157,688
Previous 183,866
14.24%
Holding current value
$9.14 Million
Previous $10.5 Million
13.44%
% of portfolio
0.29%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding FVAL
# of Institutions
112Shares Held
7.62MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$64 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY850KShares$49.3 Million0.0% of portfolio
-
Goodwin Investment Advisory Woodstock, GA795KShares$46.1 Million12.6% of portfolio
-
Commonwealth Equity Services, LLC715KShares$41.5 Million0.07% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN557KShares$32.3 Million0.06% of portfolio