Pinnacle Private Wealth, LLC Fidelity Covington Tr Value Fa Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 10,400 shares of FVAL stock, worth $589,680. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,400
Previous 10,472
0.69%
Holding current value
$589,680
Previous $532,000
15.98%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding FVAL
# of Institutions
132Shares Held
13MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$126 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$116 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$110 Million3.16% of portfolio
-
Envestnet Asset Management Inc1.14MShares$64.5 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$51.5 Million0.08% of portfolio