Principal Securities, Inc. Fidelity Covington Tr Value Fa Transaction History
Principal Securities, Inc.
- $4.14 Trillion
- Q3 2024
A detailed history of Principal Securities, Inc. transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Principal Securities, Inc. holds 4,033 shares of FVAL stock, worth $249,360. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,033
Previous 7,329
44.97%
Holding current value
$249,360
Previous $422 Million
42.09%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FVAL
# of Institutions
121Shares Held
11.8MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$222 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$70.8 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$56.6 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$55.5 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$50.9 Million21.59% of portfolio