Ae Wealth Management LLC Fidelity Covington Tr Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,271 shares of FIVA stock, worth $105,947. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,271
Previous 3,238
1.02%
Holding current value
$105,947
Previous $95,000
7.37%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FIVA
# of Institutions
66Shares Held
2.72MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.4MShares$45.5 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC284KShares$9.2 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ144KShares$4.67 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL114KShares$3.69 Million0.0% of portfolio
-
Cadent Capital Advisors, LLC68.9KShares$2.23 Million0.59% of portfolio