Bms Financial Advisors, LLC Fidelity Covington Tr Value Fa Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 7,181 shares of FVAL stock, worth $407,162. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,181
Previous 38,109
81.16%
Holding current value
$407,162
Previous $1.74 Million
79.8%
% of portfolio
0.24%
Previous 1.22%
Shares
5 transactions
Others Institutions Holding FVAL
# of Institutions
132Shares Held
13MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$126 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$116 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$110 Million3.16% of portfolio
-
Envestnet Asset Management Inc1.14MShares$64.5 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$51.5 Million0.08% of portfolio