Hoxton Planning & Management, LLC Fidelity Covington Tr Value Fa Transaction History
Hoxton Planning & Management, LLC
- $256 Million
- Q3 2024
A detailed history of Hoxton Planning & Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 8,680 shares of FVAL stock, worth $550,138. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,680
Previous 8,680
-0.0%
Holding current value
$550,138
Previous $499,000
5.41%
% of portfolio
0.21%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding FVAL
# of Institutions
132Shares Held
13.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$141 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$129 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$123 Million3.16% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72.1 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$57.5 Million0.08% of portfolio