J.W. Cole Advisors, Inc. Fidelity Covington Tr Value Fa Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 8,064 shares of FVAL stock, worth $457,228. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,064
Previous 8,132
0.84%
Holding current value
$457,228
Previous $492,000
0.61%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding FVAL
# of Institutions
132Shares Held
13MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$126 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$116 Million2.17% of portfolio
-
Envestnet Asset Management Inc1.14MShares$64.5 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$51.5 Million0.08% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN572KShares$32.4 Million0.07% of portfolio