Bouvel Investment Partners, LLC Fidelity Covington Tr Value Fa Transaction History
Bouvel Investment Partners, LLC
- $254 Million
- Q4 2024
A detailed history of Bouvel Investment Partners, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Bouvel Investment Partners, LLC holds 48,142 shares of FVAL stock, worth $2.85 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
48,142
Previous 50,132
3.97%
Holding current value
$2.85 Million
Previous $3.04 Million
2.6%
% of portfolio
1.17%
Previous 1.24%
Shares
17 transactions
Others Institutions Holding FVAL
# of Institutions
133Shares Held
13.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$132 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$121 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$115 Million3.16% of portfolio
-
Envestnet Asset Management Inc1.14MShares$67.4 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$53.8 Million0.08% of portfolio