Kestra Private Wealth Services, LLC Fidelity Covington Tr Value Fa Transaction History
Kestra Private Wealth Services, LLC
- $5.3 Billion
- Q3 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 31,813 shares of FVAL stock, worth $2.01 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
31,813
Previous 28,236
12.67%
Holding current value
$2.01 Million
Previous $1.63 Million
18.58%
% of portfolio
0.04%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding FVAL
# of Institutions
121Shares Held
11.8MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$226 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72.1 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$57.7 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$56.6 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$51.9 Million21.59% of portfolio