Global Retirement Partners, LLC Fidelity Covington Tr Value Fa Transaction History
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 2024
A detailed history of Global Retirement Partners, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,717 shares of FVAL stock, worth $108,067. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,717
Previous 421
307.84%
Holding current value
$108,067
Previous $24,000
333.33%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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$226 Million8.98% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$57.6 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC897KShares$56.5 Million0.08% of portfolio
-
Goodwin Investment Advisory Woodstock, GA823KShares$51.8 Million21.59% of portfolio