Zrc Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History
Zrc Wealth Management, LLC
- $233 Billion
- Q3 2024
A detailed history of Zrc Wealth Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 18 shares of FVAL stock, worth $1,135. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18
Previous 18
-0.0%
Holding current value
$1,135
Previous $1.04 Million
5.21%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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