Forbes Financial Planning, Inc. Fidelity Covington Tr Value Fa Transaction History
Forbes Financial Planning, Inc.
- $140 Million
- Q2 2025
A detailed history of Forbes Financial Planning, Inc. transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 84,443 shares of FVAL stock, worth $5.64 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
84,443
Previous 112,242
24.77%
Holding current value
$5.64 Million
Previous $6.69 Million
19.36%
% of portfolio
3.85%
Previous 5.05%
Shares
8 transactions
Others Institutions Holding FVAL
# of Institutions
141Shares Held
7.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.4MShares$93.3 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC830KShares$55.4 Million0.07% of portfolio
-
High Probability Advisors, LLC Pittsford, NY415KShares$27.7 Million3.96% of portfolio
-
Royal Bank Of Canada Toronto, A6358KShares$23.9 Million0.0% of portfolio
-
Custos Family Office, LLC Greenwood Village, CO322KShares$21.5 Million6.64% of portfolio