Pfg Private Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History

Pfg Private Wealth Management, LLC

$174 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 18, 2023	BUY	$40.66 - $46.74 $975 - $1,121	24 New	24 $1,000

Others Institutions Holding FVAL

# of Institutions

131

Shares Held

11M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

2.23M
Shares

$126 Million
0.01% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

2.04M
Shares

$115 Million
2.17% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$64.2 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

908K
Shares

$51.2 Million
0.08% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

572K
Shares

$32.2 Million
0.07% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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