Valued Wealth Advisors LLC Fidelity Covington Tr Msci Con Transaction History

Valued Wealth Advisors LLC

$167 Billion
Q1 2025

A detailed history of Valued Wealth Advisors LLC transactions in Fidelity Covington Tr Msci Con stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 93 shares of FSTA stock, worth $4,796. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,796

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$48.3 - $52.85 $4,491 - $4,915	93 New	93 $4.76 Million

Others Institutions Holding FSTA

# of Institutions

203

Shares Held

14.4M

Call Options Held

Put Options Held

Demars Financial Group, LLC

4.4M
Shares

$227 Million
2.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.25M
Shares

$116 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.15M
Shares

$59.5 Million
0.26% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

431K
Shares

$22.2 Million
0.11% of portfolio
Commonwealth Equity Services, LLC

410K
Shares

$21.1 Million
0.03% of portfolio

View Full List

About FIDELITY COVINGTON TR MSCI CON

Ticker FSTA
Sector ETFs
Industry ETFs

More about FSTA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Account

Valued Wealth Advisors LLC Fidelity Covington Tr Msci Con Transaction History