Wr Wealth Planners, LLC Fidelity Covington Tr Low Vola Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$52.43 - $56.18 $2,831 - $3,033	54 New	54 $3,000

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

$44.3 Million
0.07% of portfolio
Envestnet Asset Management Inc

555K
Shares

$33.9 Million
0.01% of portfolio
Roosevelt Investment Group LLC

513K
Shares

$31.3 Million
1.55% of portfolio
Kestra Advisory Services, LLC

312K
Shares

$19.1 Million
0.11% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

303K
Shares

$18.5 Million
0.83% of portfolio

About FIDELITY COVINGTON TR LOW VOLA

Ticker FDLO
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