Orin Green Financial, LLC Fidelity Covington Tr Value Fa Transaction History

Orin Green Financial, LLC

$230 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$45.72 - $53.21 $182,880 - $212,840	4,000 New	4,000 $212,000

Others Institutions Holding FVAL

# of Institutions

121

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Dynasty Wealth Management, LLC St. Petersburg, FL

3.58M
Shares

$225 Million
8.98% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$71.8 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

915K
Shares

$57.4 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

897K
Shares

$56.3 Million
0.08% of portfolio
Goodwin Investment Advisory Woodstock, GA

823K
Shares

$51.6 Million
21.59% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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