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

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 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 59,202 shares of FVAL stock, worth $3.63 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
59,202
Previous 32,606 81.57%
Holding current value
$3.63 Million
Previous $2 Million 76.09%
% of portfolio
0.26%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
139
Shares Held
7.77M
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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