Sequoia Financial Advisors, LLC Fidelity Covington Tr Value Fa Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 5,875 shares of FVAL stock, worth $365,013. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,875
Previous 5,851
0.41%
Holding current value
$365,013
Previous $336,000
5.95%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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