Marshall & Sterling Wealth Advisors Inc. Fidelity Covington Tr Value Fa Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 68 shares of FVAL stock, worth $4,420. This represents 0.0% of its overall portfolio holdings.
Number of Shares
68Holding current value
$4,420% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FVAL
# of Institutions
132Shares Held
13.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$145 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$133 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$127 Million3.16% of portfolio
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Envestnet Asset Management Inc1.14MShares$74 Million0.02% of portfolio
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Commonwealth Equity Services, LLC908KShares$59 Million0.08% of portfolio