Prosperity Planning, Inc. Fidelity Covington Tr Transaction History

Prosperity Planning, Inc.

$302 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	BUY	$24.2 - $26.83 $187,404 - $207,771	7,744 New	7,744 $205,000
Q1 2023 Apr 13, 2023	BUY	$21.22 - $23.31 $188,433 - $206,992	8,880 New	8,880 $200,000

Others Institutions Holding FIVA

# of Institutions

35

Shares Held

1.81M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

1.12M
Shares

$27.4 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

95.6K
Shares

$2.35 Million
0.0% of portfolio
Flow Traders U.S. LLC New York, NY

68.7K
Shares

$1.69 Million
0.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

68.4K
Shares

$1.68 Million
0.0% of portfolio
Kestra Advisory Services, LLC

55.1K
Shares

$1.35 Million
0.01% of portfolio

About FIDELITY COVINGTON TR

Ticker FIVA
Sector ETFs
Industry ETFs

More about FIVA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.