Kingswood Wealth Advisors, LLC Fidelity Covington Tr Low Vola Call Options Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDLO

# of Institutions

138

Shares Held

6.6M

Call Options Held

100

Put Options Held

0

Commonwealth Equity Services, LLC

725K
Shares

$44.7 Million
0.07% of portfolio
Envestnet Asset Management Inc

555K
Shares

$34.2 Million
0.01% of portfolio
Roosevelt Investment Group LLC

513K
Shares

$31.6 Million
1.55% of portfolio
Kestra Advisory Services, LLC

312K
Shares

$19.2 Million
0.11% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

303K
Shares

$18.7 Million
0.83% of portfolio

About FIDELITY COVINGTON TR LOW VOLA

Ticker FDLO
Sector ETFs
Industry ETFs

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