Goodwin Investment Advisory Fidelity Covington Tr Value Fa Transaction History
Goodwin Investment Advisory
- $231 Million
- Q3 2024
A detailed history of Goodwin Investment Advisory transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Goodwin Investment Advisory holds 823,030 shares of FVAL stock, worth $51.1 Million. This represents 21.59% of its overall portfolio holdings.
Number of Shares
823,030
Previous 794,799
3.55%
Holding current value
$51.1 Million
Previous $45.8 Million
8.98%
% of portfolio
21.59%
Previous 12.6%
Shares
8 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
-
Thrivent Financial For Lutherans Minneapolis, MN576KShares$35.8 Million0.07% of portfolio