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

Dynasty Wealth Management, LLC

$5.8 Trillion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FVAL

# of Institutions

133

Shares Held

13.2M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

2.23M
Shares

$143 Million
0.01% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

1.95M
Shares

$125 Million
3.16% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$73.2 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

908K
Shares

$58.4 Million
0.08% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

572K
Shares

$36.8 Million
0.07% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
Sector ETFs
Industry ETFs

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