Kestra Private Wealth Services, LLC Fidelity Covington Tr Value Fa Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 28,236 shares of FVAL stock, worth $1.79 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,236
Previous 33,684
16.17%
Holding current value
$1.79 Million
Previous $1.92 Million
15.41%
% of portfolio
0.03%
Previous 0.04%
Shares
16 transactions
Others Institutions Holding FVAL
# of Institutions
116Shares Held
7.78MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$227 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72.6 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$58 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$56.9 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$52.2 Million21.59% of portfolio