Bouvel Investment Partners, LLC Fidelity Covington Tr Value Fa Transaction History
Bouvel Investment Partners, LLC
- $244 Million
- Q3 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 50,132 shares of FVAL stock, worth $3.15 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
50,132
Previous 50,760
1.24%
Holding current value
$3.15 Million
Previous $3.08 Million
1.27%
% of portfolio
1.24%
Previous 1.24%
Shares
16 transactions
Others Institutions Holding FVAL
# of Institutions
121Shares Held
11.8MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$225 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$71.9 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$57.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$56.3 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$51.7 Million21.59% of portfolio