Principle Wealth Partners LLC Fidelity Covington Tr Value Fa Transaction History
Principle Wealth Partners LLC
- $1.25 Billion
- Q2 2024
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 $371,253. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,167
Previous 6,167
-0.0%
Holding current value
$371,253
Previous $351,000
1.14%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding FVAL
# of Institutions
112Shares Held
7.62MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.1MShares$66.5 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY850KShares$51.1 Million0.0% of portfolio
-
Goodwin Investment Advisory Woodstock, GA795KShares$47.8 Million12.6% of portfolio
-
Commonwealth Equity Services, LLC715KShares$43 Million0.07% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN557KShares$33.5 Million0.06% of portfolio