Sagespring Wealth Partners, LLC Fidelity Covington Tr Value Fa Transaction History
Sagespring Wealth Partners, LLC
- $3.79 Trillion
- Q4 2024
A detailed history of Sagespring Wealth Partners, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 1,946,715 shares of FVAL stock, worth $125 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
1,946,715Holding current value
$125 Million% of portfolio
3.16%Shares
1 transactions
Others Institutions Holding FVAL
# of Institutions
131Shares Held
13MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$143 Million0.01% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$131 Million2.17% of portfolio
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Envestnet Asset Management Inc1.14MShares$73.2 Million0.02% of portfolio
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Commonwealth Equity Services, LLC908KShares$58.4 Million0.08% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN572KShares$36.8 Million0.07% of portfolio