Steward Partners Investment Advisory, LLC Fidelity Covington Tr Value Fa Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 52 shares of FVAL stock, worth $3,230. This represents 0.0% of its overall portfolio holdings.
Number of Shares
52
Previous 52
-0.0%
Holding current value
$3,230
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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$223 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$71.1 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$56.9 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$55.7 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$51.1 Million21.59% of portfolio