New Edge Wealth, LLC Fidelity Covington Tr Value Fa Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 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 $244,834. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,065
Previous 4,065
-0.0%
Holding current value
$244,834
Previous $231,000
1.3%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FVAL
# of Institutions
113Shares Held
7.63MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$66.5 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY850KShares$51.2 Million0.0% of portfolio
-
Goodwin Investment Advisory Woodstock, GA795KShares$47.9 Million12.6% of portfolio
-
Commonwealth Equity Services, LLC715KShares$43.1 Million0.07% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN557KShares$33.5 Million0.06% of portfolio