Kestra Private Wealth Services, LLC Fidelity Covington Tr Value Fa Put Options Transaction History

Kestra Private Wealth Services, LLC

$5.3 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

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

$226 Million
8.98% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$72.1 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

915K
Shares

$57.7 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

897K
Shares

$56.6 Million
0.08% of portfolio
Goodwin Investment Advisory Woodstock, GA

823K
Shares

$51.9 Million
21.59% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
Sector ETFs
Industry ETFs

More about FVAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.