Primoris Wealth Advisors, LLC Fidelity Covington Tr Value Fa Put Options Transaction History

Primoris Wealth Advisors, LLC

$139 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FVAL

# of Institutions

111

Shares Held

7.56M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.1M
Shares

$67.1 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

897K
Shares

$54.5 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

850K
Shares

$51.6 Million
0.0% of portfolio
Goodwin Investment Advisory Woodstock, GA

795K
Shares

$48.3 Million
12.6% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

557K
Shares

$33.8 Million
0.06% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
Sector ETFs
Industry ETFs

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