A detailed history of Foundations Investment Advisors, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 13,221 shares of FVAL stock, worth $818,644. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,221
Previous 3,411 287.6%
Holding current value
$818,644
Previous $209,000 276.56%
% of portfolio
0.02%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025

BUY
$58.79 - $65.0 $576,729 - $637,650
9,810 Added 287.6%
13,221 $787,000
Q4 2024

Jan 22, 2025

BUY
$60.19 - $64.39 $205,308 - $219,634
3,411 New
3,411 $209,000

Others Institutions Holding FVAL

About FIDELITY COVINGTON TR VALUE FA


  • Ticker FVAL
  • Sector ETFs
  • Industry ETFs
More about FVAL
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.