Summit Wealth Group LLC / CO Fidelity Covington Tr Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Fidelity Covington Tr stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 231,839 shares of FIVA stock, worth $7.33 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
231,839Holding current value
$7.33 Million% of portfolio
1.71%Shares
1 transactions
Others Institutions Holding FIVA
# of Institutions
53Shares Held
2.76MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.4MShares$44.4 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC235KShares$7.42 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ113KShares$3.58 Million0.01% of portfolio
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Kestra Advisory Services, LLC108KShares$3.4 Million0.02% of portfolio
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Cetera Investment Advisers Schaumburg, IL98.7KShares$3.12 Million0.01% of portfolio