Dynasty Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 50,336 shares of FVAL stock, worth $2.98 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
50,336Holding current value
$2.98 Million% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding FVAL
# of Institutions
112Shares Held
7.62MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$65.4 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY850KShares$50.3 Million0.0% of portfolio
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Goodwin Investment Advisory Woodstock, GA795KShares$47.1 Million12.6% of portfolio
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Commonwealth Equity Services, LLC715KShares$42.4 Million0.07% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN557KShares$33 Million0.06% of portfolio