Principle Wealth Partners LLC Fidelity Covington Tr Value Fa Transaction History

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 2025

A detailed history of Principle Wealth Partners LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Principle Wealth Partners LLC holds 6,167 shares of FVAL stock, worth $423,487. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,167
Previous 6,167 -0.0%
Holding current value
$423,487
Previous $367,000 7.08%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
BUY
$45.72 - $53.21 $15,179 - $17,665
332 Added 5.69%
6,167 $326,000
Q2 2023

Jul 31, 2023
BUY
$45.08 - $49.1 $13,073 - $14,239
290 Added 5.23%
5,835 $286,000
Q3 2021

Nov 16, 2021
SELL
$47.36 - $50.42 $805 - $857
-17 Reduced 0.31%
5,545 $264,000
Q4 2020

Feb 16, 2021
BUY
$34.55 - $40.61 $192,167 - $225,872
5,562 New
5,562 $226,000

Others Institutions Holding FVAL

# of Institutions
141
Shares Held
6.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR VALUE FA

FVAL Quotes by TradingView
  • Ticker FVAL
  • Sector ETFs
  • Industry ETFs
More about FVAL
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