Envestnet Portfolio Solutions, Inc. Fidelity Covington Tr Low Vola Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 10,166 shares of FDLO stock, worth $630,088. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,166
Previous 7,810
30.17%
Holding current value
$630,088
Previous $445,000
40.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
138Shares Held
6.6MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$44.9 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.4 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.8 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.3 Million0.11% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE303KShares$18.8 Million0.83% of portfolio