Soa Wealth Advisors, Llc. Fidelity Covington Tr Value Fa Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 07, 2022	BUY	$40.01 - $48.26 $760 - $916	19 New	19 $0

Others Institutions Holding FVAL

# of Institutions

125

Shares Held

9.65M

Call Options Held

0

Put Options Held

0

Dynasty Wealth Management, LLC St. Petersburg, FL

2.04M
Shares

$129 Million
2.17% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$72.6 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

915K
Shares

$58.1 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

897K
Shares

$56.9 Million
0.08% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

576K
Shares

$36.5 Million
0.07% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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