Forbes Financial Planning, Inc. Fidelity Covington Tr Value Fa Transaction History
Forbes Financial Planning, Inc.
- $127 Million
- Q2 2024
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 92,118 shares of FVAL stock, worth $5.34 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
92,118
Previous 80,940
13.81%
Holding current value
$5.34 Million
Previous $4.62 Million
14.88%
% of portfolio
4.16%
Previous 3.98%
Shares
4 transactions
Others Institutions Holding FVAL
# of Institutions
112Shares Held
7.62MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$64 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY850KShares$49.3 Million0.0% of portfolio
-
Goodwin Investment Advisory Woodstock, GA795KShares$46.1 Million12.6% of portfolio
-
Commonwealth Equity Services, LLC715KShares$41.5 Million0.07% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN557KShares$32.3 Million0.06% of portfolio