Allworth Financial LP Fidelity Covington Tr Value Fa Transaction History
Allworth Financial LP
- $17.3 Billion
- Q4 2024
A detailed history of Allworth Financial LP transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Allworth Financial LP holds 9,274 shares of FVAL stock, worth $588,899. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,274
Previous 10,814
14.24%
Holding current value
$588,899
Previous $655,000
13.13%
% of portfolio
0.0%
Previous 0.0%
Shares
20 transactions
Others Institutions Holding FVAL
# of Institutions
124Shares Held
11.8MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$228 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72.7 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$58.1 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$57 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$52.3 Million21.59% of portfolio