Hoxton Planning & Management, LLC Fidelity Covington Tr Low Vola Transaction History
Hoxton Planning & Management, LLC
- $282 Million
- Q2 2025
A detailed history of Hoxton Planning & Management, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 3,561 shares of FDLO stock, worth $229,007. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,561
Previous 3,561
-0.0%
Holding current value
$229,007
Previous $215,000
3.72%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
165Shares Held
6.77MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC747KShares$48.1 Million0.06% of portfolio
-
Envestnet Asset Management Inc555KShares$35.7 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$33 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$26 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$20.8 Million0.1% of portfolio