Sequoia Financial Advisors, LLC Fidelity Covington Tr Value Fa Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 5,897 shares of FVAL stock, worth $373,751. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,897
Previous 5,875 0.37%
Holding current value
$373,751
Previous $356,000 1.69%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$60.19 - $64.39 $1,324 - $1,416
22 Added 0.37%
5,897 $362,000
Q3 2024

Oct 21, 2024
BUY
$55.27 - $60.6 $1,326 - $1,454
24 Added 0.41%
5,875 $356,000
Q2 2024

Jul 15, 2024
BUY
$54.5 - $57.58 $1,362 - $1,439
25 Added 0.43%
5,851 $336,000
Q1 2024

Apr 30, 2024
BUY
$52.14 - $57.05 $1,355 - $1,483
26 Added 0.45%
5,826 $332,000
Q4 2023

Jan 25, 2024
BUY
$45.72 - $53.21 $265,176 - $308,618
5,800 New
5,800 $307,000

Others Institutions Holding FVAL

# of Institutions
132
Shares Held
13.1M
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
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email