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

Primoris Wealth Advisors, LLC

$128 Million
Q4 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

131

Shares Held

11M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

2.23M
Shares

$124 Million
0.01% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

2.04M
Shares

$113 Million
2.17% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$63.2 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

908K
Shares

$50.4 Million
0.08% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

572K
Shares

$31.8 Million
0.07% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
Sector ETFs
Industry ETFs

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