Prepared Retirement Institute LLC Fidelity Covington Tr Value Fa Transaction History
Prepared Retirement Institute LLC
- $175 Billion
- Q4 2024
A detailed history of Prepared Retirement Institute LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 5,885 shares of FVAL stock, worth $378,523. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,885
Previous 5,863
0.38%
Holding current value
$378,523
Previous $355 Million
1.91%
% of portfolio
0.21%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding FVAL
# of Institutions
132Shares Held
13.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$143 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$131 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$125 Million3.16% of portfolio
-
Envestnet Asset Management Inc1.14MShares$73.2 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$58.4 Million0.08% of portfolio