Marshall & Sterling Wealth Advisors Inc. Fidelity Covington Tr Value Fa Call Options Transaction History

Marshall & Sterling Wealth Advisors Inc.

$145 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FVAL

# of Institutions

132

Shares Held

13.1M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

2.23M
Shares

$141 Million
0.01% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

2.04M
Shares

$129 Million
2.17% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

1.95M
Shares

$123 Million
3.16% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$72.1 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

908K
Shares

$57.5 Million
0.08% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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