Dynasty Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Dynasty Wealth Management, LLC
- $6 Trillion
- Q1 2025
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 4,868 shares of FVAL stock, worth $282,733. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,868
Previous 2,040,969
99.76%
Holding current value
$282,733
Previous $126 Billion
99.77%
% of portfolio
0.0%
Previous 2.17%
Shares
4 transactions
Others Institutions Holding FVAL
# of Institutions
132Shares Held
11.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$129 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.3MShares$75.7 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC908KShares$52.7 Million0.08% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN572KShares$33.2 Million0.07% of portfolio
-
High Probability Advisors, LLC Pittsford, NY378KShares$21.9 Million3.75% of portfolio