Psi Advisors, LLC Fidelity Covington Tr Value Fa Transaction History

Psi Advisors, LLC

$304 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	SELL	$55.27 - $60.6 $276 - $303	-5 Reduced 8.2%	56 $3,000
Q2 2024 Jul 23, 2024	BUY	$54.5 - $57.58 $3,324 - $3,512	61 New	61 $3,000

Others Institutions Holding FVAL

# of Institutions

139

Shares Held

7.77M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.3M
Shares

$79.9 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

853K
Shares

$52.3 Million
0.07% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

572K
Shares

$35 Million
0.13% of portfolio
High Probability Advisors, LLC Pittsford, NY

378K
Shares

$23.1 Million
3.75% of portfolio
Custos Family Office, LLC Greenwood Village, CO

319K
Shares

$19.6 Million
6.77% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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