Mowery & Schoenfeld Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51 Billion
- Q1 2025
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 861 shares of FVAL stock, worth $50,006. This represents 0.1% of its overall portfolio holdings.
Number of Shares
861Holding current value
$50,006% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding FVAL
# of Institutions
137Shares Held
9.53MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$129 Million0.01% of portfolio
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Envestnet Asset Management Inc1.3MShares$75.7 Million0.03% of portfolio
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Commonwealth Equity Services, LLC908KShares$52.7 Million0.08% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN572KShares$33.2 Million0.07% of portfolio
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High Probability Advisors, LLC Pittsford, NY378KShares$21.9 Million3.75% of portfolio