Inspire Advisors, LLC Fidelity Covington Tr Value Fa Transaction History

Inspire Advisors, LLC

$737 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 30, 2021	SELL	$39.91 - $45.0 $31,409 - $35,415	-787 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$34.55 - $40.61 $27,190 - $31,960	787 New	787 $32,000

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

$222 Million
8.98% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$70.8 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

915K
Shares

$56.6 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

897K
Shares

$55.5 Million
0.08% of portfolio
Goodwin Investment Advisory Woodstock, GA

823K
Shares

$50.9 Million
21.59% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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