Spire Wealth Management Fidelity Covington Tr Value Fa Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 2024
A detailed history of Spire Wealth Management transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Spire Wealth Management holds 113 shares of FVAL stock, worth $7,020. This represents 0.0% of its overall portfolio holdings.
Number of Shares
113
Previous 25
352.0%
Holding current value
$7,020
Previous $1,000
500.0%
% of portfolio
0.0%
Previous 0.0%
Shares
11 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