Montis Financial, LLC Fidelity Covington Tr Value Fa Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Montis Financial, LLC holds 16,812 shares of FVAL stock, worth $1.07 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
16,812Holding current value
$1.07 Million% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding FVAL
# of Institutions
132Shares Held
13.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$141 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$129 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$123 Million3.16% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72.1 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$57.5 Million0.08% of portfolio