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Creative Planning
Creative Planning
FVALShowing 8 of 24 quarters
Position history for Creative Planning's holdings in FIDELITY COVINGTON TRUST
Creative Planning holds 106,907 shares of FVAL (FIDELITY COVINGTON TRUST), worth $8.3M as of 2026-Q2. The position was increased (+0.3% shares). FVAL represents 0.0% of Creative Planning's portfolio.
Current Value
$8.3M
Current Shares
106,907
Total Value Change
+$1.2M
Total Shares Change
-11,477
Quarter-by-Quarter History
Other major holders of FVAL: Dynasty Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO, FMR LLC