Dynasty Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 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 3,583,135 shares of FVAL stock, worth $223 Million. This represents 8.98% of its overall portfolio holdings.

Number of Shares
3,583,135
Previous 50,336 7018.43%
Holding current value
$223 Million
Previous $2.9 Billion 10153.7%
% of portfolio
8.98%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$55.27 - $60.6 $195 Million - $214 Million
3,532,799 Added 7018.43%
3,583,135 $297 Billion
Q2 2024

Aug 12, 2024
BUY
$54.5 - $57.58 $2.74 Million - $2.9 Million
50,336 New
50,336 $2.9 Billion

Others Institutions Holding FVAL

# of Institutions
121
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR VALUE FA

FVAL Quotes by TradingView
  • Ticker FVAL
  • Sector ETFs
  • Industry ETFs
More about FVAL
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email