New Edge Wealth, LLC Fidelity Covington Tr Value Fa Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, New Edge Wealth, LLC holds 4,065 shares of FVAL stock, worth $257,639. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,065
Previous 4,065
-0.0%
Holding current value
$257,639
Previous $246,000
1.22%
% of portfolio
0.0%
Previous 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$141 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$129 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$123 Million3.16% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72.1 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$57.5 Million0.08% of portfolio