Root Financial Partners, LLC Fidelity Covington Tr Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Root Financial Partners, LLC holds 434 shares of FIVA stock, worth $13,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares

434

Holding current value

$13,753

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$29.03 - $31.44 $12,599 - $13,644	434 New	434 $13.6 Million

Others Institutions Holding FIVA

# of Institutions

Shares Held

2.77M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

1.4M
Shares

$44.5 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

235K
Shares

$7.44 Million
0.0% of portfolio
Summit Wealth Group LLC / CO Colorado Springs, CO

232K
Shares

$7.35 Million
1.71% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

113K
Shares

$3.58 Million
0.01% of portfolio
Kestra Advisory Services, LLC

108K
Shares

$3.41 Million
0.02% of portfolio

View Full List

About FIDELITY COVINGTON TR

Ticker FIVA
Sector ETFs
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Root Financial Partners, LLC Fidelity Covington Tr Transaction History