Roxbury Financial LLC Fidelity Covington Tr Low Vola Transaction History
Roxbury Financial LLC
- $103 Billion
- Q2 2025
A detailed history of Roxbury Financial LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Roxbury Financial LLC holds 2,124 shares of FDLO stock, worth $133,854. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,124
Previous 357
494.96%
Holding current value
$133,854
Previous $22.3 Million
497.44%
% of portfolio
0.13%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FDLO
# of Institutions
153Shares Held
7.07MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC756KShares$47.6 Million0.06% of portfolio
-
Envestnet Asset Management Inc612KShares$38.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32.3 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$25.5 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$20.3 Million0.1% of portfolio