Iag Wealth Partners, LLC Fidelity Covington Tr Value Fa Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 04, 2021	SELL	$47.36 - $50.42 $7,956 - $8,470	-168 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$45.24 - $48.4 $7,600 - $8,131	168 New	168 $9,000

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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