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 $2.07 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
32,606Holding current value
$2.07 Million% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding FVAL
# of Institutions
125Shares Held
11.8MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.58MShares$227 Million8.98% of portfolio
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Envestnet Asset Management Inc1.14MShares$72.6 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$58.1 Million0.0% of portfolio
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Commonwealth Equity Services, LLC897KShares$56.9 Million0.08% of portfolio
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Goodwin Investment Advisory Woodstock, GA823KShares$52.2 Million21.59% of portfolio