Heritage Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$40.66 - $46.74 $7,522 - $8,646	185 Added 100.0%	370 $16,000
Q3 2022 Nov 14, 2022	BUY	$40.01 - $48.26 $7,401 - $8,928	185 New	185 $7,000

Others Institutions Holding FVAL

# of Institutions

121

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Dynasty Wealth Management, LLC St. Petersburg, FL

3.58M
Shares

$225 Million
8.98% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$71.8 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

915K
Shares

$57.4 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

897K
Shares

$56.3 Million
0.08% of portfolio
Goodwin Investment Advisory Woodstock, GA

823K
Shares

$51.6 Million
21.59% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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