Cyndeo Wealth Partners, LLC Fidelity Covington Tr Value Fa Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 36,385 shares of FVAL stock, worth $2.26 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
36,385
Previous 36,383
0.01%
Holding current value
$2.26 Million
Previous $2.09 Million
5.25%
% of portfolio
0.16%
Previous 0.17%
Shares
2 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$223 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$71.1 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$56.9 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$55.7 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$51.1 Million21.59% of portfolio