Vantage Financial Partners, LLC Fidelity Covington Tr Value Fa Transaction History
Vantage Financial Partners, LLC
- $357 Million
- Q4 2024
A detailed history of Vantage Financial Partners, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 67,568 shares of FVAL stock, worth $4.35 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
67,568
Previous 47,720
41.59%
Holding current value
$4.35 Million
Previous $2.89 Million
43.62%
% of portfolio
1.16%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding FVAL
# of Institutions
133Shares Held
13.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$143 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$131 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$125 Million3.16% of portfolio
-
Envestnet Asset Management Inc1.14MShares$73.2 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$58.4 Million0.08% of portfolio