Dynasty Wealth Management, LLC Fidelity Covington Tr Value Fa Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 2,040,969 shares of FVAL stock, worth $131 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
2,040,969
Previous 3,583,135 43.04%
Holding current value
$131 Million
Previous $297 Billion 57.75%
% of portfolio
2.17%
Previous 8.98%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$60.19 - $64.39 $92.8 Million - $99.3 Million
-1,542,166 Reduced 43.04%
2,040,969 $126 Billion
Q3 2024

Nov 12, 2024
BUY
$55.27 - $60.6 $195 Million - $214 Million
3,532,799 Added 7018.43%
3,583,135 $297 Billion
Q2 2024

Aug 12, 2024
BUY
$54.5 - $57.58 $2.74 Million - $2.9 Million
50,336 New
50,336 $2.9 Billion

Others Institutions Holding FVAL

# of Institutions
131
Shares Held
13M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR VALUE FA

FVAL Quotes by TradingView
  • Ticker FVAL
  • Sector ETFs
  • Industry ETFs
More about FVAL
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