Spectrum Investment Advisors, Inc. Fidelity Covington Tr Value Fa Transaction History
Spectrum Investment Advisors, Inc.
- $150 Billion
- Q4 2024
A detailed history of Spectrum Investment Advisors, Inc. transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Spectrum Investment Advisors, Inc. holds 13,923 shares of FVAL stock, worth $824,520. This represents 0.57% of its overall portfolio holdings.
Number of Shares
13,923
Previous 13,364
4.18%
Holding current value
$824,520
Previous $810 Million
5.77%
% of portfolio
0.57%
Previous 0.56%
Shares
5 transactions
Others Institutions Holding FVAL
# of Institutions
134Shares Held
13.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$132 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$121 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$115 Million3.16% of portfolio
-
Envestnet Asset Management Inc1.14MShares$67.4 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$53.8 Million0.08% of portfolio