Prism Advisors, Inc. Fidelity Covington Tr Value Fa Transaction History
Prism Advisors, Inc.
- $347 Million
- Q3 2024
A detailed history of Prism Advisors, Inc. transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Prism Advisors, Inc. holds 159,812 shares of FVAL stock, worth $9.88 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
159,812
Previous 438,882
63.59%
Holding current value
$9.88 Million
Previous $25.3 Million
61.68%
% of portfolio
2.79%
Previous 7.7%
Shares
5 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