Pinnacle Private Wealth, LLC Fidelity Covington Tr Value Fa Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 10,400 shares of FVAL stock, worth $646,152. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,400
Previous 10,472
0.69%
Holding current value
$646,152
Previous $532,000
15.98%
% of portfolio
0.17%
Previous 0.17%
Shares
3 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
-
Goodwin Investment Advisory Woodstock, GA823KShares$51.1 Million21.59% of portfolio