Sax Wealth Advisors, LLC Fidelity Covington Tr Value Fa Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 32,606 shares of FVAL stock, worth $1.99 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
32,606Holding current value
$1.99 Million% of portfolio
0.16%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$136 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$125 Million2.17% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.95MShares$119 Million3.16% of portfolio
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Envestnet Asset Management Inc1.14MShares$69.5 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$55.4 Million0.08% of portfolio