Executive Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 2024
A detailed history of Executive Wealth Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Executive Wealth Management, LLC holds 11,867 shares of FVAL stock, worth $742,755. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,867
Previous 13,717
13.49%
Holding current value
$742,755
Previous $831,000
12.27%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding FVAL
# of Institutions
132Shares Held
13.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$140 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$128 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$122 Million3.16% of portfolio
-
Envestnet Asset Management Inc1.14MShares$71.2 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$56.8 Million0.08% of portfolio