Sowell Financial Services LLC Fidelity Covington Tr Value Fa Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding FVAL
# of Institutions
121Shares Held
11.8MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$225 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$71.8 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$57.4 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$56.3 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$51.6 Million21.59% of portfolio