Sax Wealth Advisors, LLC Fidelity Covington Tr Value Fa Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 83,950 shares of FVAL stock, worth $5.9 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
83,950
Previous 64,778 29.6%
Holding current value
$5.9 Million
Previous $4.14 Million 39.74%
% of portfolio
0.31%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$63.74 - $69.18 $1.22 Million - $1.33 Million
19,172 Added 29.6%
83,950 $5.78 Million
Q2 2025

Jul 23, 2025
BUY
$52.8 - $63.87 $294,412 - $356,139
5,576 Added 9.42%
64,778 $4.14 Million
Q1 2025

May 14, 2025
BUY
$58.79 - $65.0 $1.56 Million - $1.73 Million
26,596 Added 81.57%
59,202 $3.53 Million
Q4 2024

Jan 15, 2025
BUY
$60.19 - $64.39 $1.96 Million - $2.1 Million
32,606 New
32,606 $2 Million

Others Institutions Holding FVAL

# of Institutions
148
Shares Held
7.71M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR VALUE FA

FVAL Quotes by TradingView
  • Ticker FVAL
  • Sector ETFs
  • Industry ETFs
More about FVAL
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