Vermillion & White Wealth Management Group, LLC Fidelity Covington Tr Value Fa Transaction History
Vermillion & White Wealth Management Group, LLC
- $135 Billion
- Q3 2024
A detailed history of Vermillion & White Wealth Management Group, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Vermillion & White Wealth Management Group, LLC holds 688 shares of FVAL stock, worth $43,392. This represents 0.03% of its overall portfolio holdings.
Number of Shares
688
Previous 773
11.0%
Holding current value
$43,392
Previous $44.5 Million
6.34%
% of portfolio
0.03%
Previous 0.03%
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$226 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72.2 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$57.7 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$56.6 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$51.9 Million21.59% of portfolio