J.W. Cole Advisors, Inc. Fidelity Covington Tr Value Fa Call Options Transaction History

J.W. Cole Advisors, Inc.

$2.42 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FVAL

# of Institutions

133

Shares Held

13.1M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

2.23M
Shares

$140 Million
0.01% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

2.04M
Shares

$128 Million
2.17% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

1.95M
Shares

$122 Million
3.16% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$71.2 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

908K
Shares

$56.8 Million
0.08% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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