Soa Wealth Advisors, Llc. Fidelity Covington Tr Value Fa Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 07, 2022	BUY	$40.01 - $48.26 $760 - $916	19 New	19 $0

Others Institutions Holding FVAL

# of Institutions

121

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Dynasty Wealth Management, LLC St. Petersburg, FL

3.58M
Shares

$223 Million
8.98% of portfolio
Envestnet Asset Management Inc

1.14M
Shares

$71.1 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

915K
Shares

$56.9 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

897K
Shares

$55.7 Million
0.08% of portfolio
Goodwin Investment Advisory Woodstock, GA

823K
Shares

$51.1 Million
21.59% of portfolio

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
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