Lineweaver Wealth Advisors, LLC Fidelity Covington Tr Value Fa Transaction History
Lineweaver Wealth Advisors, LLC
- $559 Million
- Q2 2025
Shares
5 transactions
Others Institutions Holding FVAL
# of Institutions
133Shares Held
7.52MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.4MShares$91.7 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC830KShares$54.4 Million0.07% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN572KShares$37.5 Million0.13% of portfolio
-
High Probability Advisors, LLC Pittsford, NY415KShares$27.2 Million3.96% of portfolio
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Custos Family Office, LLC Greenwood Village, CO322KShares$21.1 Million6.64% of portfolio