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Fidelity Covington shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Fidelity Covington (FFLC) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Fidelity Covington

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington held by Principia Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $51k 1.1k 48.86
2025-03-31 $39k 930 42.27
2024-12-31 $10k 225 45.89

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View all positions for Principia Wealth Advisory

Top funds holding Fidelity Covington

Commonwealth Equity Services
Mariner Wealth Advisors
Socha Financial Group
LPL Financial
Novem Group
Envestnet Asset Management
Dahring | Cusmano
Kestra Advisory Services
Huntington National Bank
Prasad Wealth Partners
Fiduciary Planning
Tactive Advisors
Advisor Group Holdings
Onyx Bridge Wealth Group
Nations Financial Group

View all funds holding Fidelity Covington