Halpern Financial, Inc. Fidelity Covington Tr Value Fa Transaction History
Halpern Financial, Inc.
- $364 Billion
- Q2 2024
A detailed history of Halpern Financial, Inc. transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Halpern Financial, Inc. holds 174,649 shares of FVAL stock, worth $10.1 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
174,649
Previous 177,079
1.37%
Holding current value
$10.1 Million
Previous $10 Billion
0.41%
% of portfolio
2.76%
Previous 2.91%
Shares
19 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